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 | $70,165 | $159,602-56.0% | $150,045-53.2% | $142,382-50.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 14.56% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,308 | $4,961-33.3% | $4,693-29.5% | $4,299-23.1% |
| Participant deferral / active EE | $6,477 | $8,310-22.1% | $7,997-19.0% | $6,507-0.5% |
| Admin fee / account holder | $137 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |