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 | $26,898 | $124,425-78.4% | $112,040-76.0% | $137,256-80.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.76% | 24.72%-4.0pp | 24.52%-3.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,507 | $3,411-26.5% | $2,954-15.1% | $4,156-39.7% |
| Participant deferral / active EE | $3,945 | $5,718-31.0% | $5,098-22.6% | $6,407-38.4% |
| Admin fee / account holder | $204 | $15,207-98.7% | $12,098-98.3% | $12,270-98.3% |