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 | $54,845 | $102,604-46.5% | $86,188-36.4% | $139,434-60.7% |
| Participation rate | 73.3% | 74.5%-1.2pp | 69.0%+4.4pp | 80.3%-7.0pp |
| Annual return | 19.09% | 1922.51%-1903.4pp | 1168.45%-1149.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,873 | $3,032-5.2% | $2,380+20.7% | $4,751-39.5% |
| Participant deferral / active EE | $5,390 | $4,676+15.3% | $3,985+35.2% | $6,710-19.7% |
| Admin fee / account holder | $97 | $8,657-98.9% | $6,852-98.6% | $11,403-99.1% |