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 | $49,807 | $76,367-34.8% | $93,606-46.8% | $72,985-31.8% |
| Participation rate | 83.1% | 71.7%+11.3pp | 75.8%+7.2pp | 69.5%+13.6pp |
| Annual return | 103.54% | 25.82%+77.7pp | 32.76%+70.8pp | 81.00%+22.5pp |
| Employer contribution / active EE | $4,233 | $2,275+86.0% | $2,718+55.7% | $2,440+73.5% |
| Participant deferral / active EE | $8,368 | $3,538+136.5% | $4,069+105.7% | $3,607+132.0% |
| Admin fee / account holder | $17 | $6,838-99.8% | $7,888-99.8% | $5,124-99.7% |