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 7-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 | $45,435 | $209,411-78.3% | $178,490-74.5% | $158,922-71.4% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 21.60% | 188.75%-167.2pp | 151.07%-129.5pp | 302.83%-281.2pp |
| Employer contribution / active EE | $2,294 | $5,706-59.8% | $5,011-54.2% | $4,761-51.8% |
| Participant deferral / active EE | $7,992 | $5,954+34.2% | $5,202+53.6% | $5,982+33.6% |
| Admin fee / account holder | $58 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |