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 | $42,295 | $88,707-52.3% | $74,183-43.0% | $273,961-84.6% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 9.22% | 11.94%-2.7pp | 17.74%-8.5pp | 41.45%-32.2pp |
| Employer contribution / active EE | $3,065 | $3,159-3.0% | $2,370+29.3% | $4,869-37.1% |
| Participant deferral / active EE | $8,419 | $4,212+99.9% | $3,550+137.2% | $5,287+59.2% |
| Admin fee / account holder | $153 | $8,717-98.2% | $5,586-97.3% | $10,132-98.5% |