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 | $177,826 | $90,503+96.5% | $78,689+126.0% | $273,961-35.1% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 5.06% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $4,801 | $3,176+51.2% | $2,851+68.4% | $4,869-1.4% |
| Participant deferral / active EE | $7,897 | $3,901+102.4% | $3,517+124.5% | $5,287+49.4% |
| Admin fee / account holder | $23 | $5,263-99.6% | $4,510-99.5% | $10,132-99.8% |