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 | $31,062 | $153,311-79.7% | $109,313-71.6% | $273,961-88.7% |
| Participation rate | 80.0% | 80.1%-0.1pp | 71.3%+8.7pp | 83.0%-3.0pp |
| Annual return | 12.76% | 29.86%-17.1pp | 22.07%-9.3pp | 41.45%-28.7pp |
| Employer contribution / active EE | $8,301 | $5,619+47.7% | $3,892+113.3% | $4,869+70.5% |
| Participant deferral / active EE | $3,663 | $3,932-6.8% | $3,166+15.7% | $5,287-30.7% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |