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 | $95,900 | $159,602-39.9% | $150,045-36.1% | $142,382-32.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 21.87% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,920 | $4,961-41.1% | $4,693-37.8% | $4,299-32.1% |
| Participant deferral / active EE | $9,944 | $8,310+19.7% | $7,997+24.3% | $6,507+52.8% |
| Admin fee / account holder | $52 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |