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 6-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 | $121,510 | $104,974+15.8% | $95,585+27.1% | $142,382-14.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 16.81% | 210.33%-193.5pp | 38.56%-21.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,210 | $2,779+15.5% | $2,527+27.1% | $4,299-25.3% |
| Participant deferral / active EE | $8,481 | $4,352+94.9% | $4,023+110.8% | $6,507+30.3% |
| Admin fee / account holder | $132 | $6,386-97.9% | $6,127-97.8% | $12,624-99.0% |