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 | $230,629 | $209,411+10.1% | $178,490+29.2% | $158,922+45.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.12% | 188.75%-172.6pp | 151.07%-135.0pp | 302.83%-286.7pp |
| Employer contribution / active EE | $4,480 | $5,706-21.5% | $5,011-10.6% | $4,761-5.9% |
| Participant deferral / active EE | $6,801 | $5,954+14.2% | $5,202+30.7% | $5,982+13.7% |
| Admin fee / account holder | $21 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |