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 | $97,074 | $157,256-38.3% | $141,162-31.2% | $152,861-36.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 23.57% | 64.32%-40.8pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $5,760 | $5,261+9.5% | $4,735+21.7% | $4,762+21.0% |
| Participant deferral / active EE | $12,517 | $7,109+76.1% | $6,709+86.6% | $5,850+114.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |