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 | $241,287 | $81,460+196.2% | $103,333+133.5% | $80,856+198.4% |
| Participation rate | 75.5% | 66.8%+8.7pp | 74.5%+1.0pp | 67.6%+7.9pp |
| Annual return | 32.53% | 25.55%+7.0pp | 24.88%+7.7pp | 35.59%-3.1pp |
| Employer contribution / active EE | $2,242 | $3,105-27.8% | $3,868-42.0% | $2,755-18.6% |
| Participant deferral / active EE | $5,249 | $3,869+35.7% | $5,057+3.8% | $4,296+22.2% |
| Admin fee / account holder | $166 | $6,566-97.5% | $8,355-98.0% | $6,918-97.6% |