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 7-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 | $36,372 | $117,983-69.2% | $101,794-64.3% | $142,382-74.5% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.2%+7.3pp | 80.1%-3.6pp |
| Annual return | 16.25% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,186 | $2,773-21.2% | $2,289-4.5% | $4,299-49.2% |
| Participant deferral / active EE | $6,831 | $4,714+44.9% | $4,084+67.3% | $6,507+5.0% |
| Admin fee / account holder | $288 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |