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 9-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 | $95,184 | $95,266-0.1% | $82,389+15.5% | $142,382-33.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.36% | 25.74%-10.4pp | 28.67%-13.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,732 | $2,991-8.7% | $2,517+8.5% | $4,299-36.5% |
| Participant deferral / active EE | $4,550 | $4,809-5.4% | $4,155+9.5% | $6,507-30.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |