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 | $25,859 | $52,580-50.8% | $71,671-63.9% | $70,131-63.1% |
| Participation rate | 96.2% | 60.9%+35.3pp | 68.7%+27.4pp | 69.5%+26.6pp |
| Annual return | 48.69% | 20.25%+28.4pp | 20.65%+28.0pp | 73.14%-24.4pp |
| Employer contribution / active EE | $3,055 | $1,616+89.1% | $2,460+24.2% | $2,342+30.4% |
| Participant deferral / active EE | $7,274 | $2,386+204.9% | $3,438+111.6% | $3,332+118.3% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |