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 | $211,364 | $103,376+104.5% | $87,100+142.7% | $152,861+38.3% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 19.50% | 28.10%-8.6pp | 28.19%-8.7pp | 345.32%-325.8pp |
| Employer contribution / active EE | $3,259 | $3,220+1.2% | $2,521+29.3% | $4,762-31.6% |
| Participant deferral / active EE | $9,673 | $4,778+102.5% | $4,049+138.9% | $5,850+65.4% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |