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 10-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 | $37,979 | $227,553-83.3% | $189,557-80.0% | $167,490-77.3% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 19.92% | 78.40%-58.5pp | 64.17%-44.3pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,358 | $5,316-74.5% | $4,412-69.2% | $4,837-71.9% |
| Participant deferral / active EE | $2,215 | $7,002-68.4% | $6,174-64.1% | $6,341-65.1% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |