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 6-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 | $172,943 | $183,519-5.8% | $155,509+11.2% | $145,922+18.5% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 18.32% | 61.17%-42.8pp | 64.67%-46.3pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,406 | $5,313-73.5% | $4,672-69.9% | $4,660-69.8% |
| Participant deferral / active EE | $4,355 | $6,462-32.6% | $5,626-22.6% | $6,688-34.9% |
| Admin fee / account holder | $7 | $19,313-100.0% | $15,912-100.0% | $13,397-99.9% |