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 | $52,714 | $109,413-51.8% | $156,263-66.3% | $84,808-37.8% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 22.65% | 20.18%+2.5pp | 59.47%-36.8pp | 40.90%-18.3pp |
| Employer contribution / active EE | $11,089 | $2,907+281.5% | $4,333+155.9% | $2,631+321.5% |
| Participant deferral / active EE | $7,517 | $4,590+63.8% | $6,158+22.1% | $4,212+78.5% |
| Admin fee / account holder | $244 | $9,357-97.4% | $14,255-98.3% | $7,344-96.7% |