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 | $47,473 | $209,411-77.3% | $178,490-73.4% | $158,922-70.1% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 34.92% | 188.75%-153.8pp | 151.07%-116.1pp | 302.83%-267.9pp |
| Employer contribution / active EE | $5,814 | $5,706+1.9% | $5,011+16.0% | $4,761+22.1% |
| Participant deferral / active EE | $9,475 | $5,954+59.1% | $5,202+82.2% | $5,982+58.4% |
| Admin fee / account holder | $11 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |