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 | $166,456 | $102,317+62.7% | $146,958+13.3% | $80,856+105.9% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 13.17% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,639 | $3,713-28.9% | $4,933-46.5% | $2,755-4.2% |
| Participant deferral / active EE | $6,760 | $6,644+1.8% | $8,070-16.2% | $4,296+57.4% |
| Admin fee / account holder | $4 | $7,941-100.0% | $12,998-100.0% | $6,918-99.9% |