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 | $35,844 | $148,534-75.9% | $135,903-73.6% | $139,434-74.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 22.45% | 79.19%-56.7pp | 68.23%-45.8pp | 372.94%-350.5pp |
| Employer contribution / active EE | $4,683 | $5,243-10.7% | $4,856-3.6% | $4,751-1.4% |
| Participant deferral / active EE | $5,674 | $8,100-30.0% | $7,758-26.9% | $6,710-15.4% |
| Admin fee / account holder | $130 | $12,400-98.9% | $10,762-98.8% | $11,403-98.9% |