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 | $43,831 | $180,449-75.7% | $154,107-71.6% | $135,375-67.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 2.79% | 888.09%-885.3pp | 735.12%-732.3pp | 519.73%-516.9pp |
| Employer contribution / active EE | $1,382 | $6,035-77.1% | $5,298-73.9% | $4,779-71.1% |
| Participant deferral / active EE | $3,035 | $5,806-47.7% | $5,081-40.3% | $5,609-45.9% |
| Admin fee / account holder | $264 | $16,143-98.4% | $13,411-98.0% | $10,827-97.6% |