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 7-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 | $130,699 | $176,056-25.8% | $159,436-18.0% | $167,490-22.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 15.40% | 331.75%-316.3pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,004 | $5,297-81.1% | $4,829-79.2% | $4,837-79.3% |
| Participant deferral / active EE | $4,550 | $7,750-41.3% | $7,352-38.1% | $6,341-28.2% |
| Admin fee / account holder | $151 | $12,554-98.8% | $10,799-98.6% | $12,309-98.8% |