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 | $52,502 | $159,602-67.1% | $150,045-65.0% | $142,382-63.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 20.83% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,207 | $4,961-15.2% | $4,693-10.4% | $4,299-2.1% |
| Participant deferral / active EE | $6,915 | $8,310-16.8% | $7,997-13.5% | $6,507+6.3% |
| Admin fee / account holder | $67 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |