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 | $69,272 | $103,376-33.0% | $87,100-20.5% | $152,861-54.7% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 30.06% | 28.10%+2.0pp | 28.19%+1.9pp | 345.32%-315.3pp |
| Employer contribution / active EE | $4,069 | $3,220+26.3% | $2,521+61.4% | $4,762-14.6% |
| Participant deferral / active EE | $12,233 | $4,778+156.0% | $4,049+202.2% | $5,850+109.1% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |