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 | $208,957 | $198,466+5.3% | $170,442+22.6% | $147,584+41.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.75% | 257.29%-242.5pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $18,365 | $6,184+197.0% | $5,433+238.0% | $4,876+276.6% |
| Participant deferral / active EE | $12,806 | $5,629+127.5% | $4,939+159.3% | $5,439+135.5% |
| Admin fee / account holder | $216 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |