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 | $38,100 | $209,411-81.8% | $178,490-78.7% | $158,922-76.0% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 24.67% | 188.75%-164.1pp | 151.07%-126.4pp | 302.83%-278.2pp |
| Employer contribution / active EE | $5,483 | $5,706-3.9% | $5,011+9.4% | $4,761+15.2% |
| Participant deferral / active EE | $3,385 | $5,954-43.1% | $5,202-34.9% | $5,982-43.4% |
| Admin fee / account holder | $33 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |