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 5-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 | $49,616 | $154,228-67.8% | $145,433-65.9% | $137,256-63.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 21.15% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,216 | $4,804-12.2% | $4,554-7.4% | $4,156+1.4% |
| Participant deferral / active EE | $8,919 | $8,216+8.5% | $7,897+12.9% | $6,407+39.2% |
| Admin fee / account holder | $66 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |