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 | $42,946 | $217,402-80.2% | $185,823-76.9% | $167,490-74.4% |
| Participation rate | 79.2% | 86.0%-6.9pp | 81.7%-2.5pp | 82.1%-2.9pp |
| Annual return | 17.02% | 148.36%-131.3pp | 122.05%-105.0pp | 478.56%-461.5pp |
| Employer contribution / active EE | $3,195 | $5,873-45.6% | $5,167-38.2% | $4,837-34.0% |
| Participant deferral / active EE | $4,324 | $6,356-32.0% | $5,568-22.3% | $6,341-31.8% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |