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 5-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 | $25,896 | $148,534-82.6% | $135,903-80.9% | $139,434-81.4% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 25.89% | 79.19%-53.3pp | 68.23%-42.3pp | 372.94%-347.0pp |
| Employer contribution / active EE | $2,486 | $5,243-52.6% | $4,856-48.8% | $4,751-47.7% |
| Participant deferral / active EE | $6,183 | $8,100-23.7% | $7,758-20.3% | $6,710-7.9% |
| Admin fee / account holder | $148 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |