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 7-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 | $68,686 | $159,901-57.0% | $146,958-53.3% | $145,922-52.9% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 15.76% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $4,302 | $5,286-18.6% | $4,933-12.8% | $4,660-7.7% |
| Participant deferral / active EE | $9,673 | $8,428+14.8% | $8,070+19.9% | $6,688+44.6% |
| Admin fee / account holder | $153 | $15,044-99.0% | $12,998-98.8% | $13,397-98.9% |