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 | $178,234 | $183,963-3.1% | $162,163+9.9% | $152,861+16.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.64% | 150.76%-126.1pp | 115.59%-91.0pp | 345.32%-320.7pp |
| Employer contribution / active EE | $7,980 | $6,371+25.3% | $5,614+42.2% | $4,762+67.6% |
| Participant deferral / active EE | $7,826 | $8,034-2.6% | $7,298+7.2% | $5,850+33.8% |
| Admin fee / account holder | $26 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |