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 | $192,012 | $165,335+16.1% | $149,696+28.3% | $158,922+20.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 8.76% | 348.15%-339.4pp | 276.60%-267.8pp | 302.83%-294.1pp |
| Employer contribution / active EE | $3,214 | $5,103-37.0% | $4,644-30.8% | $4,761-32.5% |
| Participant deferral / active EE | $6,723 | $7,181-6.4% | $6,842-1.7% | $5,982+12.4% |
| Admin fee / account holder | $46 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |