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 | $44,640 | $106,584-58.1% | $101,326-55.9% | $142,382-68.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 23.00% | 36.93%-13.9pp | 36.82%-13.8pp | 217.08%-194.1pp |
| Employer contribution / active EE | $3,421 | $3,956-13.5% | $3,665-6.7% | $4,299-20.4% |
| Participant deferral / active EE | $5,987 | $8,297-27.8% | $7,994-25.1% | $6,507-8.0% |
| Admin fee / account holder | $39 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |