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 | $52,658 | $74,888-29.7% | $71,209-26.1% | $142,382-63.0% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.1%-9.5pp |
| Annual return | 16.54% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,190 | $2,854-23.3% | $2,721-19.5% | $4,299-49.1% |
| Participant deferral / active EE | $2,699 | $4,454-39.4% | $4,175-35.4% | $6,507-58.5% |
| Admin fee / account holder | $264 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |