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 | $146,982 | $159,602-7.9% | $150,045-2.0% | $142,382+3.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.36% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $5,639 | $4,961+13.7% | $4,693+20.1% | $4,299+31.2% |
| Participant deferral / active EE | $14,598 | $8,310+75.7% | $7,997+82.5% | $6,507+124.3% |
| Admin fee / account holder | $157 | $14,846-98.9% | $13,435-98.8% | $12,624-98.8% |