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 3-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 | $40,476 | $172,111-76.5% | $150,298-73.1% | $137,256-70.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 19.12% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $8,333 | $4,636+79.7% | $4,154+100.6% | $4,156+100.5% |
| Participant deferral / active EE | $7,549 | $6,166+22.4% | $5,453+38.4% | $6,407+17.8% |
| Admin fee / account holder | $286 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |