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 | $152,364 | $140,588+8.4% | $123,104+23.8% | $125,391+21.5% |
| Participation rate | 90.5% | 88.2%+2.3pp | 86.8%+3.7pp | 83.2%+7.3pp |
| Annual return | 11.80% | 16.80%-5.0pp | 13.22%-1.4pp | 282.22%-270.4pp |
| Employer contribution / active EE | $5,010 | $6,041-17.1% | $5,151-2.7% | $4,866+3.0% |
| Participant deferral / active EE | $8,351 | $6,980+19.6% | $6,230+34.1% | $5,352+56.0% |
| Admin fee / account holder | $40 | $11,198-99.6% | $9,015-99.6% | $9,540-99.6% |