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 | $40,270 | $215,361-81.3% | $171,082-76.5% | $273,961-85.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 10.81% | 25.14%-14.3pp | 32.56%-21.7pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,968 | $4,967-60.4% | $4,002-50.8% | $4,869-59.6% |
| Participant deferral / active EE | $3,953 | $5,543-28.7% | $4,797-17.6% | $5,287-25.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |