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 | $67,156 | $209,832-68.0% | $189,513-64.6% | $167,490-59.9% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 18.40% | 748.27%-729.9pp | 555.15%-536.8pp | 478.56%-460.2pp |
| Employer contribution / active EE | $5,854 | $6,914-15.3% | $6,162-5.0% | $4,837+21.0% |
| Participant deferral / active EE | $6,442 | $8,935-27.9% | $8,221-21.6% | $6,341+1.6% |
| Admin fee / account holder | $174 | $14,293-98.8% | $12,045-98.6% | $12,309-98.6% |