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 | $32,734 | $135,952-75.9% | $123,892-73.6% | $273,961-88.1% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 91.98% | 56.63%+35.3pp | 47.52%+44.5pp | 41.45%+50.5pp |
| Employer contribution / active EE | $5,976 | $5,170+15.6% | $4,617+29.4% | $4,869+22.7% |
| Participant deferral / active EE | $6,005 | $6,343-5.3% | $5,984+0.3% | $5,287+13.6% |
| Admin fee / account holder | $71 | $9,817-99.3% | $8,357-99.1% | $10,132-99.3% |