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 | $189,563 | $157,256+20.5% | $141,162+34.3% | $152,861+24.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.09% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,090 | $5,261-60.3% | $4,735-55.9% | $4,762-56.1% |
| Participant deferral / active EE | $8,360 | $7,109+17.6% | $6,709+24.6% | $5,850+42.9% |
| Admin fee / account holder | $194 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |