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 | $215,973 | $202,318+6.7% | $172,739+25.0% | $152,861+41.3% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 24.57% | 1029.65%-1005.1pp | 802.84%-778.3pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,276 | $5,856-61.1% | $5,143-55.8% | $4,762-52.2% |
| Participant deferral / active EE | $6,830 | $5,948+14.8% | $5,198+31.4% | $5,850+16.8% |
| Admin fee / account holder | $19 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |