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 | $147,688 | $63,346+133.1% | $92,233+60.1% | $70,131+110.6% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 21.96% | 530.12%-508.2pp | 176.28%-154.3pp | 73.14%-51.2pp |
| Employer contribution / active EE | $2,130 | $2,471-13.8% | $3,679-42.1% | $2,342-9.1% |
| Participant deferral / active EE | $5,320 | $2,854+86.4% | $3,897+36.5% | $3,332+59.7% |
| Admin fee / account holder | $297 | $3,840-92.3% | $5,194-94.3% | $4,645-93.6% |