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 | $208,937 | $214,378-2.5% | $200,582+4.2% | $142,382+46.7% |
| Participation rate | 86.4% | 87.4%-1.1pp | 86.9%-0.5pp | 80.1%+6.2pp |
| Annual return | 20.76% | 46.41%-25.7pp | 42.33%-21.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $7,181 | $6,841+5.0% | $6,419+11.9% | $4,299+67.0% |
| Participant deferral / active EE | $10,942 | $9,865+10.9% | $9,331+17.3% | $6,507+68.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |