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 4-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 | $21,305 | $175,202-87.8% | $149,673-85.8% | $139,434-84.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 94.64% | 166.71%-72.1pp | 134.42%-39.8pp | 372.94%-278.3pp |
| Employer contribution / active EE | $5,787 | $5,474+5.7% | $4,818+20.1% | $4,751+21.8% |
| Participant deferral / active EE | $7,215 | $6,519+10.7% | $5,680+27.0% | $6,710+7.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |