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 | $172,525 | $198,466-13.1% | $170,442+1.2% | $147,584+16.9% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 16.36% | 257.29%-240.9pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $6,712 | $6,184+8.5% | $5,433+23.5% | $4,876+37.6% |
| Participant deferral / active EE | $5,800 | $5,629+3.0% | $4,939+17.4% | $5,439+6.6% |
| Admin fee / account holder | $288 | $16,852-98.3% | $13,880-97.9% | $10,885-97.4% |