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 | $139,394 | $90,348+54.3% | $75,972+83.5% | $145,922-4.5% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 14.96% | 620.88%-605.9pp | 359.55%-344.6pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,317 | $3,311+0.2% | $2,685+23.5% | $4,660-28.8% |
| Participant deferral / active EE | $5,521 | $5,162+7.0% | $4,255+29.7% | $6,688-17.4% |
| Admin fee / account holder | $44 | $8,467-99.5% | $6,467-99.3% | $13,397-99.7% |