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 | $83,311 | $99,032-15.9% | $80,019+4.1% | $135,375-38.5% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | 15.46% | 15.39%+0.1pp | 11.22%+4.2pp | 519.73%-504.3pp |
| Employer contribution / active EE | $2,484 | $3,043-18.4% | $2,468+0.6% | $4,779-48.0% |
| Participant deferral / active EE | $7,744 | $4,282+80.8% | $3,686+110.1% | $5,609+38.1% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |