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 | $162,502 | $209,411-22.4% | $178,490-9.0% | $158,922+2.3% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.69% | 188.75%-170.1pp | 151.07%-132.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,630 | $5,706-53.9% | $5,011-47.5% | $4,761-44.8% |
| Participant deferral / active EE | $6,730 | $5,954+13.0% | $5,202+29.4% | $5,982+12.5% |
| Admin fee / account holder | $58 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |