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 | $139,724 | $176,056-20.6% | $159,436-12.4% | $167,490-16.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.63% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $8,029 | $5,297+51.6% | $4,829+66.2% | $4,837+66.0% |
| Participant deferral / active EE | $8,439 | $7,750+8.9% | $7,352+14.8% | $6,341+33.1% |
| Admin fee / account holder | $68 | $12,554-99.5% | $10,799-99.4% | $12,309-99.4% |