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 | $65,447 | $197,591-66.9% | $177,821-63.2% | $158,922-58.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 22.69% | 58.76%-36.1pp | 48.32%-25.6pp | 302.83%-280.1pp |
| Employer contribution / active EE | $4,034 | $6,697-39.8% | $5,918-31.8% | $4,761-15.3% |
| Participant deferral / active EE | $7,107 | $8,405-15.4% | $7,714-7.9% | $5,982+18.8% |
| Admin fee / account holder | $124 | $15,399-99.2% | $12,427-99.0% | $11,246-98.9% |