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 | $78,885 | $172,111-54.2% | $150,298-47.5% | $137,256-42.5% |
| Participation rate | 77.3% | 81.7%-4.4pp | 77.8%-0.5pp | 80.0%-2.7pp |
| Annual return | 16.90% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,738 | $4,636-62.5% | $4,154-58.2% | $4,156-58.2% |
| Participant deferral / active EE | $5,512 | $6,166-10.6% | $5,453+1.1% | $6,407-14.0% |
| Admin fee / account holder | $293 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |