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 | $128,546 | $102,317+25.6% | $146,958-12.5% | $80,856+59.0% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.2%-0.8pp | 67.6%+13.8pp |
| Annual return | 16.35% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $5,694 | $3,713+53.3% | $4,933+15.4% | $2,755+106.7% |
| Participant deferral / active EE | $9,455 | $6,644+42.3% | $8,070+17.2% | $4,296+120.1% |
| Admin fee / account holder | $222 | $7,941-97.2% | $12,998-98.3% | $6,918-96.8% |