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 8-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 | $55,324 | $114,381-51.6% | $107,525-48.5% | $142,382-61.1% |
| Participation rate | 78.9% | 78.1%+0.8pp | 75.1%+3.9pp | 80.1%-1.2pp |
| Annual return | 20.22% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,817 | $4,015-29.8% | $3,754-24.9% | $4,299-34.5% |
| Participant deferral / active EE | $6,282 | $5,564+12.9% | $5,116+22.8% | $6,507-3.5% |
| Admin fee / account holder | $22 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |