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 8-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 | $95,900 | $154,228-37.8% | $145,433-34.1% | $137,256-30.1% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 21.87% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,920 | $4,804-39.2% | $4,554-35.9% | $4,156-29.8% |
| Participant deferral / active EE | $9,944 | $8,216+21.0% | $7,897+25.9% | $6,407+55.2% |
| Admin fee / account holder | $52 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |