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 | $238,597 | $96,635+146.9% | $86,612+175.5% | $139,434+71.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 13.59% | 106.41%-92.8pp | 591.07%-577.5pp | 372.94%-359.4pp |
| Employer contribution / active EE | $4,873 | $3,263+49.3% | $3,022+61.2% | $4,751+2.6% |
| Participant deferral / active EE | $9,545 | $4,836+97.4% | $4,438+115.1% | $6,710+42.2% |
| Admin fee / account holder | $8 | $6,408-99.9% | $5,614-99.9% | $11,403-99.9% |