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 | $229,428 | $197,591+16.1% | $177,821+29.0% | $158,922+44.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.36% | 58.76%-34.4pp | 48.32%-24.0pp | 302.83%-278.5pp |
| Employer contribution / active EE | $16,038 | $6,697+139.5% | $5,918+171.0% | $4,761+236.8% |
| Participant deferral / active EE | $13,517 | $8,405+60.8% | $7,714+75.2% | $5,982+126.0% |
| Admin fee / account holder | $129 | $15,399-99.2% | $12,427-99.0% | $11,246-98.9% |