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 7-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 | $43,040 | $176,056-75.6% | $159,436-73.0% | $167,490-74.3% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 25.18% | 331.75%-306.6pp | 263.57%-238.4pp | 478.56%-453.4pp |
| Employer contribution / active EE | $1,794 | $5,297-66.1% | $4,829-62.9% | $4,837-62.9% |
| Participant deferral / active EE | $9,146 | $7,750+18.0% | $7,352+24.4% | $6,341+44.2% |
| Admin fee / account holder | $80 | $12,554-99.4% | $10,799-99.3% | $12,309-99.4% |