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 | $35,883 | $111,535-67.8% | $105,223-65.9% | $137,256-73.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 19.52% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,935 | $3,939-50.9% | $3,689-47.5% | $4,156-53.4% |
| Participant deferral / active EE | $4,807 | $5,500-12.6% | $5,072-5.2% | $6,407-25.0% |
| Admin fee / account holder | $55 | $9,721-99.4% | $8,859-99.4% | $12,270-99.6% |