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 | $167,606 | $77,503+116.3% | $100,391+67.0% | $80,856+107.3% |
| Participation rate | 70.4% | 76.9%-6.6pp | 81.5%-11.1pp | 67.6%+2.7pp |
| Annual return | 14.70% | 37.20%-22.5pp | 49.20%-34.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,206 | $2,801+14.5% | $3,942-18.7% | $2,755+16.4% |
| Participant deferral / active EE | $7,298 | $6,820+7.0% | $8,082-9.7% | $4,296+69.9% |
| Admin fee / account holder | $0 | $5,897-100.0% | $7,899-100.0% | $6,918-100.0% |