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 | $175,398 | $99,341+76.6% | $84,750+107.0% | $273,961-36.0% |
| Participation rate | 84.2% | 80.7%+3.5pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 3.04% | 22.93%-19.9pp | 22.78%-19.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $4,466 | $4,214+6.0% | $3,574+25.0% | $4,869-8.3% |
| Participant deferral / active EE | $11,627 | $4,269+172.3% | $3,712+213.2% | $5,287+119.9% |
| Admin fee / account holder | $6 | $6,644-99.9% | $5,332-99.9% | $10,132-99.9% |