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 | $57,116 | $112,729-49.3% | $98,716-42.1% | $137,256-58.4% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.3%+7.6pp | 80.0%-3.0pp |
| Annual return | 19.95% | 38.48%-18.5pp | 31.81%-11.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,189 | $2,725-19.7% | $2,279-3.9% | $4,156-47.3% |
| Participant deferral / active EE | $3,983 | $4,640-14.2% | $4,048-1.6% | $6,407-37.8% |
| Admin fee / account holder | $249 | $10,129-97.5% | $8,703-97.1% | $12,270-98.0% |