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 | $245,491 | $177,572+38.2% | $154,803+58.6% | $142,382+72.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.20% | 65.07%-42.9pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,064 | $4,810-36.3% | $4,305-28.8% | $4,299-28.7% |
| Participant deferral / active EE | $6,086 | $6,272-3.0% | $5,540+9.8% | $6,507-6.5% |
| Admin fee / account holder | $7 | $16,786-100.0% | $14,329-100.0% | $12,624-99.9% |