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 8-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 | $160,145 | $111,535+43.6% | $105,223+52.2% | $137,256+16.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 14.42% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,604 | $3,939-33.9% | $3,689-29.4% | $4,156-37.4% |
| Participant deferral / active EE | $5,431 | $5,500-1.3% | $5,072+7.1% | $6,407-15.2% |
| Admin fee / account holder | $29 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |