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 9-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 | $63,349 | $47,848+32.4% | $81,478-22.2% | $70,131-9.7% |
| Participation rate | 70.4% | 58.3%+12.1pp | 68.0%+2.4pp | 69.5%+0.8pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,789 | $1,527+17.2% | $2,568-30.3% | $2,342-23.6% |
| Participant deferral / active EE | $5,211 | $2,453+112.4% | $3,537+47.3% | $3,332+56.4% |
| Admin fee / account holder | $222 | $3,145-92.9% | $4,561-95.1% | $4,645-95.2% |