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 | $175,697 | $112,096+56.7% | $95,952+83.1% | $158,922+10.6% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 23.39% | 171.09%-147.7pp | 91.61%-68.2pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,791 | $3,198-44.0% | $2,541-29.5% | $4,761-62.4% |
| Participant deferral / active EE | $5,869 | $4,784+22.7% | $4,167+40.9% | $5,982-1.9% |
| Admin fee / account holder | $173 | $10,130-98.3% | $6,795-97.5% | $11,246-98.5% |