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 | $56,968 | $91,538-37.8% | $129,995-56.2% | $75,163-24.2% |
| Participation rate | 95.3% | 71.4%+23.9pp | 78.5%+16.9pp | 67.2%+28.2pp |
| Annual return | 21.68% | -631.11%+652.8pp | -137.18%+158.9pp | 160.62%-138.9pp |
| Employer contribution / active EE | $4,645 | $2,845+63.3% | $4,320+7.5% | $2,670+74.0% |
| Participant deferral / active EE | $8,189 | $4,341+88.6% | $5,820+40.7% | $4,125+98.5% |
| Admin fee / account holder | $279 | $6,790-95.9% | $10,614-97.4% | $5,651-95.1% |