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 | $45,248 | $172,111-73.7% | $150,298-69.9% | $137,256-67.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 23.94% | 69.37%-45.4pp | 62.79%-38.8pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,107 | $4,636-54.6% | $4,154-49.3% | $4,156-49.3% |
| Participant deferral / active EE | $5,270 | $6,166-14.5% | $5,453-3.3% | $6,407-17.7% |
| Admin fee / account holder | $83 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |