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 | $142,562 | $148,534-4.0% | $135,903+4.9% | $139,434+2.2% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 23.26% | 79.19%-55.9pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $3,625 | $5,243-30.9% | $4,856-25.4% | $4,751-23.7% |
| Participant deferral / active EE | $7,437 | $8,100-8.2% | $7,758-4.1% | $6,710+10.8% |
| Admin fee / account holder | $182 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |