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 | $26,808 | $107,334-75.0% | $92,893-71.1% | $152,861-82.5% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.4%+5.8pp |
| Annual return | 19.03% | 145.58%-126.5pp | 109.41%-90.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $4,517 | $4,221+7.0% | $3,653+23.7% | $4,762-5.2% |
| Participant deferral / active EE | $5,846 | $4,845+20.7% | $4,236+38.0% | $5,850-0.1% |
| Admin fee / account holder | $296 | $7,079-95.8% | $5,794-94.9% | $11,596-97.4% |