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 | $79,842 | $96,557-17.3% | $80,975-1.4% | $273,961-70.9% |
| Participation rate | 73.3% | 79.1%-5.8pp | 75.8%-2.5pp | 83.0%-9.7pp |
| Annual return | 10.12% | 15.14%-5.0pp | 17.10%-7.0pp | 41.45%-31.3pp |
| Employer contribution / active EE | $3,748 | $4,868-23.0% | $3,714+0.9% | $4,869-23.0% |
| Participant deferral / active EE | $1,952 | $6,598-70.4% | $5,696-65.7% | $5,287-63.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |