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 | $146,141 | $183,963-20.6% | $162,163-9.9% | $152,861-4.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 21.77% | 150.76%-129.0pp | 115.59%-93.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $5,199 | $6,371-18.4% | $5,614-7.4% | $4,762+9.2% |
| Participant deferral / active EE | $10,487 | $8,034+30.5% | $7,298+43.7% | $5,850+79.3% |
| Admin fee / account holder | $233 | $13,121-98.2% | $10,843-97.9% | $11,596-98.0% |