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 | $68,862 | $94,338-27.0% | $100,534-31.5% | $142,382-51.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 16.60% | 29.20%-12.6pp | 32.66%-16.1pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,101 | $4,237-3.2% | $4,346-5.7% | $4,299-4.6% |
| Participant deferral / active EE | $4,162 | $5,934-29.9% | $6,144-32.3% | $6,507-36.0% |
| Admin fee / account holder | $18 | $8,421-99.8% | $7,654-99.8% | $12,624-99.9% |