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 9-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 | $20,200 | $107,334-81.2% | $92,893-78.3% | $152,861-86.8% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 22.66% | 145.58%-122.9pp | 109.41%-86.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,917 | $4,221-54.6% | $3,653-47.5% | $4,762-59.7% |
| Participant deferral / active EE | $5,625 | $4,845+16.1% | $4,236+32.8% | $5,850-3.9% |
| Admin fee / account holder | $27 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |