See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,068 | $209,336+14.7% | $197,124+21.8% | $137,256+74.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 51.19% | 48.09%+3.1pp | 44.34%+6.8pp | 220.34%-169.2pp |
| Employer contribution / active EE | $19,166 | $6,591+190.8% | $6,227+207.8% | $4,156+361.2% |
| Participant deferral / active EE | $10,241 | $9,614+6.5% | $9,135+12.1% | $6,407+59.9% |
| Admin fee / account holder | $162 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |