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 7-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 | $110,478 | $209,336-47.2% | $197,124-44.0% | $137,256-19.5% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 23.81% | 48.09%-24.3pp | 44.34%-20.5pp | 220.34%-196.5pp |
| Employer contribution / active EE | $4,455 | $6,591-32.4% | $6,227-28.5% | $4,156+7.2% |
| Participant deferral / active EE | $13,760 | $9,614+43.1% | $9,135+50.6% | $6,407+114.8% |
| Admin fee / account holder | $94 | $17,308-99.5% | $16,298-99.4% | $12,270-99.2% |