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 | $102,853 | $165,984-38.0% | $164,813-37.6% | $145,922-29.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 13.82% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $5,684 | $5,273+7.8% | $4,341+30.9% | $4,660+22.0% |
| Participant deferral / active EE | $8,778 | $6,959+26.1% | $6,031+45.5% | $6,688+31.3% |
| Admin fee / account holder | $66 | $16,648-99.6% | $12,690-99.5% | $13,397-99.5% |