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 | $35,052 | $172,111-79.6% | $150,298-76.7% | $137,256-74.5% |
| Participation rate | 85.0% | 81.7%+3.3pp | 77.8%+7.2pp | 80.0%+5.0pp |
| Annual return | 19.88% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,071 | $4,636-76.9% | $4,154-74.2% | $4,156-74.2% |
| Participant deferral / active EE | $4,648 | $6,166-24.6% | $5,453-14.8% | $6,407-27.4% |
| Admin fee / account holder | $57 | $16,471-99.7% | $14,116-99.6% | $12,270-99.5% |