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 6-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 | $32,682 | $110,257-70.4% | $96,544-66.1% | $139,434-76.6% |
| Participation rate | 88.2% | 78.1%+10.1pp | 76.0%+12.3pp | 80.3%+7.9pp |
| Annual return | 18.76% | 26.32%-7.6pp | 25.84%-7.1pp | 372.94%-354.2pp |
| Employer contribution / active EE | $4,712 | $3,620+30.2% | $2,965+58.9% | $4,751-0.8% |
| Participant deferral / active EE | $3,117 | $5,548-43.8% | $4,851-35.8% | $6,710-53.6% |
| Admin fee / account holder | $289 | $11,591-97.5% | $8,252-96.5% | $11,403-97.5% |