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 | $53,180 | $181,894-70.8% | $156,549-66.0% | $273,961-80.6% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 13.70% | 30.74%-17.0pp | 32.23%-18.5pp | 41.45%-27.8pp |
| Employer contribution / active EE | $2,986 | $6,248-52.2% | $5,501-45.7% | $4,869-38.7% |
| Participant deferral / active EE | $7,567 | $5,550+36.3% | $4,871+55.3% | $5,287+43.1% |
| Admin fee / account holder | $123 | $15,559-99.2% | $13,027-99.1% | $10,132-98.8% |