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 5-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 | $70,268 | $52,580+33.6% | $71,671-2.0% | $70,131+0.2% |
| Participation rate | 84.8% | 60.9%+24.0pp | 68.7%+16.1pp | 69.5%+15.3pp |
| Annual return | 15.73% | 20.25%-4.5pp | 20.65%-4.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $377 | $1,616-76.7% | $2,460-84.7% | $2,342-83.9% |
| Participant deferral / active EE | $4,202 | $2,386+76.1% | $3,438+22.2% | $3,332+26.1% |
| Admin fee / account holder | $74 | $3,653-98.0% | $5,558-98.7% | $4,645-98.4% |