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 | $27,548 | $228,332-87.9% | $185,823-85.2% | $158,922-82.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 24.92% | 40.80%-15.9pp | 35.95%-11.0pp | 302.83%-277.9pp |
| Employer contribution / active EE | $1,762 | $4,967-64.5% | $4,087-56.9% | $4,761-63.0% |
| Participant deferral / active EE | $6,881 | $6,415+7.3% | $5,632+22.2% | $5,982+15.0% |
| Admin fee / account holder | $90 | $11,864-99.2% | $9,500-99.0% | $11,246-99.2% |