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 | $37,464 | $159,602-76.5% | $150,045-75.0% | $142,382-73.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.79% | 70.24%-50.4pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,591 | $4,961-47.8% | $4,693-44.8% | $4,299-39.7% |
| Participant deferral / active EE | $3,658 | $8,310-56.0% | $7,997-54.3% | $6,507-43.8% |
| Admin fee / account holder | $77 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |