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 | $132,688 | $63,346+109.5% | $92,233+43.9% | $70,131+89.2% |
| Participation rate | 78.8% | 68.7%+10.1pp | 76.5%+2.3pp | 69.5%+9.2pp |
| Annual return | 24.08% | 530.12%-506.0pp | 176.28%-152.2pp | 73.14%-49.1pp |
| Employer contribution / active EE | $2,805 | $2,471+13.5% | $3,679-23.8% | $2,342+19.8% |
| Participant deferral / active EE | $4,408 | $2,854+54.5% | $3,897+13.1% | $3,332+32.3% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |