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 9-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 | $43,420 | $127,065-65.8% | $113,168-61.6% | $142,382-69.5% |
| Participation rate | 73.9% | 79.2%-5.3pp | 76.6%-2.7pp | 80.1%-6.2pp |
| Annual return | 20.19% | 24.03%-3.8pp | 24.27%-4.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,041 | $3,442-40.7% | $2,975-31.4% | $4,299-52.5% |
| Participant deferral / active EE | $4,353 | $5,716-23.8% | $5,107-14.8% | $6,507-33.1% |
| Admin fee / account holder | $3 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |