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 5-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 | $120,086 | $214,378-44.0% | $200,582-40.1% | $142,382-15.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 20.60% | 46.41%-25.8pp | 42.33%-21.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $6,974 | $6,841+1.9% | $6,419+8.6% | $4,299+62.2% |
| Participant deferral / active EE | $12,693 | $9,865+28.7% | $9,331+36.0% | $6,507+95.1% |
| Admin fee / account holder | $69 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |