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 | $47,739 | $153,772-69.0% | $133,980-64.4% | $273,961-82.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 11.07% | 36.51%-25.4pp | 29.30%-18.2pp | 41.45%-30.4pp |
| Employer contribution / active EE | $3,069 | $6,029-49.1% | $5,211-41.1% | $4,869-37.0% |
| Participant deferral / active EE | $3,474 | $6,958-50.1% | $6,282-44.7% | $5,287-34.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |