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 | $91,895 | $183,519-49.9% | $155,509-40.9% | $145,922-37.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 32.34% | 61.17%-28.8pp | 64.67%-32.3pp | 561.29%-528.9pp |
| Employer contribution / active EE | $6,778 | $5,313+27.6% | $4,672+45.1% | $4,660+45.5% |
| Participant deferral / active EE | $9,135 | $6,462+41.3% | $5,626+62.4% | $6,688+36.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |