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 3-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 | $32,748 | $154,228-78.8% | $145,433-77.5% | $137,256-76.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 18.54% | 74.59%-56.1pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,342 | $4,804-30.4% | $4,554-26.6% | $4,156-19.6% |
| Participant deferral / active EE | $5,162 | $8,216-37.2% | $7,897-34.6% | $6,407-19.4% |
| Admin fee / account holder | $59 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |