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 7-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 | $225,912 | $214,378+5.4% | $200,582+12.6% | $142,382+58.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 15.05% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,979 | $6,841-56.5% | $6,419-53.6% | $4,299-30.7% |
| Participant deferral / active EE | $9,170 | $9,865-7.0% | $9,331-1.7% | $6,507+40.9% |
| Admin fee / account holder | $5 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |