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 | $182,521 | $135,952+34.3% | $123,892+47.3% | $273,961-33.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.68% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $4,762 | $5,170-7.9% | $4,617+3.2% | $4,869-2.2% |
| Participant deferral / active EE | $15,160 | $6,343+139.0% | $5,984+153.3% | $5,287+186.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |