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 | $30,228 | $228,332-86.8% | $185,823-83.7% | $158,922-81.0% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 16.53% | 40.80%-24.3pp | 35.95%-19.4pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,597 | $4,967-67.9% | $4,087-60.9% | $4,761-66.5% |
| Participant deferral / active EE | $3,713 | $6,415-42.1% | $5,632-34.1% | $5,982-37.9% |
| Admin fee / account holder | $219 | $11,864-98.2% | $9,500-97.7% | $11,246-98.0% |