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 7-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 | $28,264 | $176,056-83.9% | $159,436-82.3% | $167,490-83.1% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 54.15% | 331.75%-277.6pp | 263.57%-209.4pp | 478.56%-424.4pp |
| Employer contribution / active EE | $3,041 | $5,297-42.6% | $4,829-37.0% | $4,837-37.1% |
| Participant deferral / active EE | $4,757 | $7,750-38.6% | $7,352-35.3% | $6,341-25.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |