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 | $60,759 | $138,044-56.0% | $125,339-51.5% | $134,475-54.8% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -18.80% | 750.33%-769.1pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $9,574 | $5,243+82.6% | $4,814+98.9% | $4,740+102.0% |
| Participant deferral / active EE | $4,480 | $7,799-42.6% | $7,446-39.8% | $6,400-30.0% |
| Admin fee / account holder | $262 | $11,571-97.7% | $10,010-97.4% | $11,426-97.7% |