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 5-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 | $63,290 | $214,378-70.5% | $200,582-68.4% | $142,382-55.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 28.16% | 46.41%-18.2pp | 42.33%-14.2pp | 217.08%-188.9pp |
| Employer contribution / active EE | $6,584 | $6,841-3.8% | $6,419+2.6% | $4,299+53.1% |
| Participant deferral / active EE | $13,066 | $9,865+32.4% | $9,331+40.0% | $6,507+100.8% |
| Admin fee / account holder | $59 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |