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 | $25,871 | $100,852-74.3% | $90,404-71.4% | $158,922-83.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 7.89% | 1724.20%-1716.3pp | 1293.02%-1285.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $5,457 | $3,689+47.9% | $3,262+67.3% | $4,761+14.6% |
| Participant deferral / active EE | $750 | $4,348-82.7% | $3,963-81.1% | $5,982-87.5% |
| Admin fee / account holder | $71 | $6,501-98.9% | $5,611-98.7% | $11,246-99.4% |