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 | $174,039 | $84,695+105.5% | $73,843+135.7% | $125,391+38.8% |
| Participation rate | 93.8% | 76.8%+17.0pp | 73.4%+20.3pp | 83.2%+10.6pp |
| Annual return | 0.28% | 3123.53%-3123.2pp | 2267.84%-2267.6pp | 282.22%-281.9pp |
| Employer contribution / active EE | $2,970 | $3,123-4.9% | $2,787+6.5% | $4,866-39.0% |
| Participant deferral / active EE | $4,863 | $3,992+21.8% | $3,583+35.7% | $5,352-9.1% |
| Admin fee / account holder | $3 | $5,691-100.0% | $4,880-99.9% | $9,540-100.0% |