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 | $57,433 | $107,334-46.5% | $92,893-38.2% | $152,861-62.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 21.68% | 145.58%-123.9pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,966 | $4,221-29.7% | $3,653-18.8% | $4,762-37.7% |
| Participant deferral / active EE | $2,966 | $4,845-38.8% | $4,236-30.0% | $5,850-49.3% |
| Admin fee / account holder | $259 | $7,079-96.3% | $5,794-95.5% | $11,596-97.8% |