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 | $174,565 | $185,822-6.1% | $169,993+2.7% | $139,434+25.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.14% | 60.50%-41.4pp | 53.37%-34.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $12,531 | $7,590+65.1% | $6,785+84.7% | $4,751+163.8% |
| Participant deferral / active EE | $7,301 | $11,622-37.2% | $10,408-29.8% | $6,710+8.8% |
| Admin fee / account holder | $214 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |