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 9-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 | $88,052 | $110,257-20.1% | $96,544-8.8% | $139,434-36.9% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 12.81% | 26.32%-13.5pp | 25.84%-13.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,834 | $3,620-21.7% | $2,965-4.4% | $4,751-40.4% |
| Participant deferral / active EE | $6,377 | $5,548+14.9% | $4,851+31.5% | $6,710-5.0% |
| Admin fee / account holder | $53 | $11,591-99.5% | $8,252-99.4% | $11,403-99.5% |