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 | $47,013 | $108,919-56.8% | $100,391-53.2% | $145,922-67.8% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 35.31% | 57.88%-22.6pp | 49.20%-13.9pp | 561.29%-526.0pp |
| Employer contribution / active EE | $3,479 | $4,419-21.3% | $3,942-11.7% | $4,660-25.3% |
| Participant deferral / active EE | $12,234 | $8,445+44.9% | $8,082+51.4% | $6,688+82.9% |
| Admin fee / account holder | $64 | $9,689-99.3% | $7,899-99.2% | $13,397-99.5% |