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 | $18,863 | $99,341-81.0% | $84,750-77.7% | $273,961-93.1% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 22.90% | 22.93%0pp | 22.78%+0.1pp | 41.45%-18.6pp |
| Employer contribution / active EE | $3,743 | $4,214-11.2% | $3,574+4.7% | $4,869-23.1% |
| Participant deferral / active EE | $5,823 | $4,269+36.4% | $3,712+56.9% | $5,287+10.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |