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 | $61,052 | $124,185-50.8% | $108,410-43.7% | $167,490-63.5% |
| Participation rate | 83.3% | 82.3%+1.1pp | 80.1%+3.2pp | 82.1%+1.2pp |
| Annual return | 12.58% | 1379.64%-1367.1pp | 905.27%-892.7pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,637 | $4,187-37.0% | $3,558-25.9% | $4,837-45.5% |
| Participant deferral / active EE | $9,478 | $6,908+37.2% | $6,563+44.4% | $6,341+49.5% |
| Admin fee / account holder | $134 | $9,455-98.6% | $7,295-98.2% | $12,309-98.9% |