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 | $24,927 | $85,766-70.9% | $136,294-81.7% | $70,131-64.5% |
| Participation rate | 74.2% | 74.2%0pp | 81.9%-7.7pp | 69.5%+4.7pp |
| Annual return | 37.68% | 31.45%+6.2pp | 5155.94%-5118.3pp | 73.14%-35.5pp |
| Employer contribution / active EE | $3,720 | $2,966+25.4% | $4,695-20.8% | $2,342+58.8% |
| Participant deferral / active EE | $5,199 | $5,051+2.9% | $6,247-16.8% | $3,332+56.1% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |