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 | $172,061 | $95,803+79.6% | $113,168+52.0% | $84,808+102.9% |
| Participation rate | 70.7% | 72.9%-2.2pp | 76.6%-5.9pp | 68.3%+2.4pp |
| Annual return | 24.22% | 25.00%-0.8pp | 24.27%-0.1pp | 40.90%-16.7pp |
| Employer contribution / active EE | $4,382 | $2,360+85.7% | $2,975+47.3% | $2,631+66.5% |
| Participant deferral / active EE | $8,770 | $4,242+106.7% | $5,107+71.7% | $4,212+108.2% |
| Admin fee / account holder | $0 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |