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 9-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 | $87,684 | $92,703-5.4% | $82,719+6.0% | $134,475-34.8% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | 9.50% | 944.92%-935.4pp | 701.18%-691.7pp | 417.96%-408.5pp |
| Employer contribution / active EE | $1,647 | $3,274-49.7% | $3,009-45.3% | $4,740-65.2% |
| Participant deferral / active EE | $5,058 | $4,802+5.3% | $4,395+15.1% | $6,400-21.0% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |