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 10-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 | $77,403 | $165,335-53.2% | $149,696-48.3% | $158,922-51.3% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 16.61% | 348.15%-331.5pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,008 | $5,103-60.6% | $4,644-56.8% | $4,761-57.8% |
| Participant deferral / active EE | $6,923 | $7,181-3.6% | $6,842+1.2% | $5,982+15.7% |
| Admin fee / account holder | $208 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |