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 | $177,682 | $209,832-15.3% | $189,513-6.2% | $167,490+6.1% |
| Participation rate | 94.1% | 88.7%+5.5pp | 87.8%+6.3pp | 82.1%+12.0pp |
| Annual return | 13.11% | 748.27%-735.2pp | 555.15%-542.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $4,100 | $6,914-40.7% | $6,162-33.5% | $4,837-15.2% |
| Participant deferral / active EE | $6,539 | $8,935-26.8% | $8,221-20.5% | $6,341+3.1% |
| Admin fee / account holder | $183 | $14,293-98.7% | $12,045-98.5% | $12,309-98.5% |