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 7-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 | $43,850 | $214,378-79.5% | $200,582-78.1% | $142,382-69.2% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 20.24% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,421 | $6,841-64.6% | $6,419-62.3% | $4,299-43.7% |
| Participant deferral / active EE | $5,714 | $9,865-42.1% | $9,331-38.8% | $6,507-12.2% |
| Admin fee / account holder | $217 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |