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 | $47,208 | $228,332-79.3% | $185,823-74.6% | $158,922-70.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.00% | 40.80%-26.8pp | 35.95%-22.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $5,701 | $4,967+14.8% | $4,087+39.5% | $4,761+19.7% |
| Participant deferral / active EE | $3,694 | $6,415-42.4% | $5,632-34.4% | $5,982-38.2% |
| Admin fee / account holder | $22 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |