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 | $22,439 | $157,256-85.7% | $141,162-84.1% | $152,861-85.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 33.90% | 64.32%-30.4pp | 71.39%-37.5pp | 345.32%-311.4pp |
| Employer contribution / active EE | $2,474 | $5,261-53.0% | $4,735-47.8% | $4,762-48.1% |
| Participant deferral / active EE | $7,339 | $7,109+3.2% | $6,709+9.4% | $5,850+25.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |