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 6-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 | $60,552 | $63,346-4.4% | $92,233-34.3% | $70,131-13.7% |
| Participation rate | 80.5% | 68.7%+11.8pp | 76.5%+4.0pp | 69.5%+10.9pp |
| Annual return | 16.10% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,588 | $2,471+4.7% | $3,679-29.7% | $2,342+10.5% |
| Participant deferral / active EE | $3,591 | $2,854+25.8% | $3,897-7.8% | $3,332+7.8% |
| Admin fee / account holder | $219 | $3,840-94.3% | $5,194-95.8% | $4,645-95.3% |