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 | $66,376 | $198,466-66.6% | $170,442-61.1% | $147,584-55.0% |
| Participation rate | 73.9% | 88.0%-14.1pp | 83.6%-9.7pp | 82.8%-8.9pp |
| Annual return | 16.14% | 257.29%-241.2pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $6,029 | $6,184-2.5% | $5,433+11.0% | $4,876+23.6% |
| Participant deferral / active EE | $3,262 | $5,629-42.1% | $4,939-34.0% | $5,439-40.0% |
| Admin fee / account holder | $90 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |