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 | $177,934 | $157,256+13.1% | $141,162+26.0% | $152,861+16.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.59% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $4,039 | $5,261-23.2% | $4,735-14.7% | $4,762-15.2% |
| Participant deferral / active EE | $7,798 | $7,109+9.7% | $6,709+16.2% | $5,850+33.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |