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 9-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 | $139,669 | $138,044+1.2% | $125,339+11.4% | $134,475+3.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.30% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $5,711 | $5,243+8.9% | $4,814+18.6% | $4,740+20.5% |
| Participant deferral / active EE | $12,803 | $7,799+64.2% | $7,446+71.9% | $6,400+100.1% |
| Admin fee / account holder | $36 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |