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 | $18,087 | $175,202-89.7% | $149,673-87.9% | $139,434-87.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 37.10% | 166.71%-129.6pp | 134.42%-97.3pp | 372.94%-335.8pp |
| Employer contribution / active EE | $1,875 | $5,474-65.7% | $4,818-61.1% | $4,751-60.5% |
| Participant deferral / active EE | $5,123 | $6,519-21.4% | $5,680-9.8% | $6,710-23.6% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |