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 | $94,667 | $176,056-46.2% | $159,436-40.6% | $167,490-43.5% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 13.75% | 331.75%-318.0pp | 263.57%-249.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $5,215 | $5,297-1.5% | $4,829+8.0% | $4,837+7.8% |
| Participant deferral / active EE | $4,619 | $7,750-40.4% | $7,352-37.2% | $6,341-27.2% |
| Admin fee / account holder | $194 | $12,554-98.5% | $10,799-98.2% | $12,309-98.4% |