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 | $66,813 | $127,065-47.4% | $113,168-41.0% | $142,382-53.1% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 18.42% | 24.03%-5.6pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,761 | $3,442-19.8% | $2,975-7.2% | $4,299-35.8% |
| Participant deferral / active EE | $5,904 | $5,716+3.3% | $5,107+15.6% | $6,507-9.3% |
| Admin fee / account holder | $32 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |