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 8-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 | $58,650 | $217,402-73.0% | $185,823-68.4% | $167,490-65.0% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 13.29% | 148.36%-135.1pp | 122.05%-108.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,159 | $5,873-46.2% | $5,167-38.9% | $4,837-34.7% |
| Participant deferral / active EE | $3,892 | $6,356-38.8% | $5,568-30.1% | $6,341-38.6% |
| Admin fee / account holder | $17 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |