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 | $190,331 | $80,968+135.1% | $96,544+97.1% | $75,163+153.2% |
| Participation rate | 89.6% | 71.8%+17.8pp | 76.0%+13.6pp | 67.2%+22.4pp |
| Annual return | 21.19% | 27.06%-5.9pp | 25.84%-4.7pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,798 | $2,282-21.2% | $2,965-39.4% | $2,670-32.7% |
| Participant deferral / active EE | $5,217 | $3,928+32.8% | $4,851+7.5% | $4,125+26.5% |
| Admin fee / account holder | $18 | $6,724-99.7% | $8,252-99.8% | $5,651-99.7% |