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 | $148,380 | $201,272-26.3% | $184,203-19.4% | $145,922+1.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.30% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,149 | $7,022-55.2% | $6,427-51.0% | $4,660-32.4% |
| Participant deferral / active EE | $10,580 | $9,806+7.9% | $9,131+15.9% | $6,688+58.2% |
| Admin fee / account holder | $186 | $16,364-98.9% | $13,901-98.7% | $13,397-98.6% |