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 | $28,690 | $157,256-81.8% | $141,162-79.7% | $152,861-81.2% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 36.23% | 64.32%-28.1pp | 71.39%-35.2pp | 345.32%-309.1pp |
| Employer contribution / active EE | $5,426 | $5,261+3.1% | $4,735+14.6% | $4,762+13.9% |
| Participant deferral / active EE | $5,373 | $7,109-24.4% | $6,709-19.9% | $5,850-8.2% |
| Admin fee / account holder | $2 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |