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 | $158,991 | $202,318-21.4% | $172,739-8.0% | $152,861+4.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 24.09% | 1029.65%-1005.6pp | 802.84%-778.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,476 | $5,856-23.6% | $5,143-13.0% | $4,762-6.0% |
| Participant deferral / active EE | $8,810 | $5,948+48.1% | $5,198+69.5% | $5,850+50.6% |
| Admin fee / account holder | $25 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |