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 8-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 | $29,374 | $165,335-82.2% | $149,696-80.4% | $158,922-81.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 28.78% | 348.15%-319.4pp | 276.60%-247.8pp | 302.83%-274.0pp |
| Employer contribution / active EE | $1,490 | $5,103-70.8% | $4,644-67.9% | $4,761-68.7% |
| Participant deferral / active EE | $8,011 | $7,181+11.6% | $6,842+17.1% | $5,982+33.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |