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 | $120,668 | $209,411-42.4% | $178,490-32.4% | $158,922-24.1% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 14.62% | 188.75%-174.1pp | 151.07%-136.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $6,398 | $5,706+12.1% | $5,011+27.7% | $4,761+34.4% |
| Participant deferral / active EE | $4,296 | $5,954-27.8% | $5,202-17.4% | $5,982-28.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |