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 6-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 | $67,377 | $96,557-30.2% | $80,975-16.8% | $273,961-75.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.84% | 15.14%-7.3pp | 17.10%-9.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $6,489 | $4,868+33.3% | $3,714+74.7% | $4,869+33.3% |
| Participant deferral / active EE | $11,964 | $6,598+81.3% | $5,696+110.0% | $5,287+126.3% |
| Admin fee / account holder | $239 | $7,492-96.8% | $5,516-95.7% | $10,132-97.6% |