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 | $72,790 | $209,411-65.2% | $178,490-59.2% | $158,922-54.2% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 21.76% | 188.75%-167.0pp | 151.07%-129.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $5,051 | $5,706-11.5% | $5,011+0.8% | $4,761+6.1% |
| Participant deferral / active EE | $2,274 | $5,954-61.8% | $5,202-56.3% | $5,982-62.0% |
| Admin fee / account holder | $8 | $17,074-100.0% | $13,984-99.9% | $11,246-99.9% |