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 | $209,336-79.1% | $197,124-77.8% | $137,256-68.1% |
| Participation rate | 95.2% | 87.3%+7.9pp | 86.7%+8.5pp | 80.0%+15.3pp |
| Annual return | 20.24% | 48.09%-27.9pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,421 | $6,591-63.3% | $6,227-61.1% | $4,156-41.7% |
| Participant deferral / active EE | $5,714 | $9,614-40.6% | $9,135-37.4% | $6,407-10.8% |
| Admin fee / account holder | $217 | $17,308-98.7% | $16,298-98.7% | $12,270-98.2% |