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 | $245,239 | $198,466+23.6% | $170,442+43.9% | $147,584+66.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.57% | 257.29%-239.7pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,383 | $6,184-61.5% | $5,433-56.1% | $4,876-51.1% |
| Participant deferral / active EE | $7,595 | $5,629+34.9% | $4,939+53.8% | $5,439+39.7% |
| Admin fee / account holder | $43 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |