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 | $237,187 | $126,574+87.4% | $106,213+123.3% | $145,922+62.5% |
| Participation rate | 92.9% | 77.6%+15.2pp | 75.3%+17.6pp | 80.3%+12.6pp |
| Annual return | 15.80% | 224.79%-209.0pp | 116.14%-100.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $10,868 | $3,730+191.3% | $3,171+242.7% | $4,660+133.2% |
| Participant deferral / active EE | $5,112 | $5,724-10.7% | $5,016+1.9% | $6,688-23.6% |
| Admin fee / account holder | $86 | $17,304-99.5% | $11,033-99.2% | $13,397-99.4% |