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 | $223,480 | $110,257+102.7% | $96,544+131.5% | $139,434+60.3% |
| Participation rate | 94.4% | 78.1%+16.4pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 14.08% | 26.32%-12.2pp | 25.84%-11.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $5,196 | $3,620+43.6% | $2,965+75.3% | $4,751+9.4% |
| Participant deferral / active EE | $8,427 | $5,548+51.9% | $4,851+73.7% | $6,710+25.6% |
| Admin fee / account holder | $90 | $11,591-99.2% | $8,252-98.9% | $11,403-99.2% |