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 | $147,145 | $157,256-6.4% | $141,162+4.2% | $152,861-3.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.10% | 64.32%-45.2pp | 71.39%-52.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $6,622 | $5,261+25.9% | $4,735+39.9% | $4,762+39.1% |
| Participant deferral / active EE | $10,709 | $7,109+50.6% | $6,709+59.6% | $5,850+83.1% |
| Admin fee / account holder | $74 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |