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 | $170,653 | $78,705+116.8% | $117,854+44.8% | $70,131+143.3% |
| Participation rate | 83.8% | 73.2%+10.6pp | 79.7%+4.1pp | 69.5%+14.2pp |
| Annual return | 13.76% | 23.30%-9.5pp | 335.08%-321.3pp | 73.14%-59.4pp |
| Employer contribution / active EE | $4,011 | $2,223+80.4% | $3,786+5.9% | $2,342+71.2% |
| Participant deferral / active EE | $4,018 | $3,297+21.9% | $4,482-10.3% | $3,332+20.6% |
| Admin fee / account holder | $287 | $5,065-94.3% | $8,020-96.4% | $4,645-93.8% |