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 | $46,840 | $176,056-73.4% | $159,436-70.6% | $167,490-72.0% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 18.31% | 331.75%-313.4pp | 263.57%-245.3pp | 478.56%-460.2pp |
| Employer contribution / active EE | $1,459 | $5,297-72.5% | $4,829-69.8% | $4,837-69.8% |
| Participant deferral / active EE | $4,895 | $7,750-36.8% | $7,352-33.4% | $6,341-22.8% |
| Admin fee / account holder | $21 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |