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 | $30,813 | $162,781-81.1% | $133,956-77.0% | $158,922-80.6% |
| Participation rate | 86.4% | 83.2%+3.1pp | 79.8%+6.5pp | 82.0%+4.4pp |
| Annual return | 24.16% | 41.94%-17.8pp | 45.09%-20.9pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,941 | $4,975-61.0% | $3,919-50.5% | $4,761-59.2% |
| Participant deferral / active EE | $6,359 | $5,911+7.6% | $5,048+26.0% | $5,982+6.3% |
| Admin fee / account holder | $260 | $11,736-97.8% | $8,927-97.1% | $11,246-97.7% |