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 3-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 | $99,647 | $214,378-53.5% | $200,582-50.3% | $142,382-30.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 19.82% | 46.41%-26.6pp | 42.33%-22.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $10,428 | $6,841+52.4% | $6,419+62.5% | $4,299+142.6% |
| Participant deferral / active EE | $13,580 | $9,865+37.7% | $9,331+45.5% | $6,507+108.7% |
| Admin fee / account holder | $4 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |