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 | $19,892 | $172,111-88.4% | $150,298-86.8% | $137,256-85.5% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 21.80% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $5,435 | $4,636+17.2% | $4,154+30.8% | $4,156+30.8% |
| Participant deferral / active EE | $3,985 | $6,166-35.4% | $5,453-26.9% | $6,407-37.8% |
| Admin fee / account holder | $245 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |