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 | $75,634 | $124,281-39.1% | $109,143-30.7% | $167,490-54.8% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 26.36% | 26.04%+0.3pp | 25.75%+0.6pp | 478.56%-452.2pp |
| Employer contribution / active EE | $9,131 | $4,207+117.0% | $3,722+145.3% | $4,837+88.7% |
| Participant deferral / active EE | $22,508 | $5,255+328.3% | $4,653+383.7% | $6,341+254.9% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |