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 7-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 | $56,967 | $175,202-67.5% | $149,673-61.9% | $139,434-59.1% |
| Participation rate | 78.3% | 83.4%-5.1pp | 78.8%-0.5pp | 80.3%-2.1pp |
| Annual return | 26.25% | 166.71%-140.5pp | 134.42%-108.2pp | 372.94%-346.7pp |
| Employer contribution / active EE | $2,292 | $5,474-58.1% | $4,818-52.4% | $4,751-51.8% |
| Participant deferral / active EE | $6,120 | $6,519-6.1% | $5,680+7.7% | $6,710-8.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |