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 4-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 | $25,715 | $106,515-75.9% | $96,683-73.4% | $139,434-81.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 31.28% | 38.43%-7.1pp | 35.69%-4.4pp | 372.94%-341.7pp |
| Employer contribution / active EE | $2,843 | $4,103-30.7% | $3,737-23.9% | $4,751-40.2% |
| Participant deferral / active EE | $6,102 | $5,454+11.9% | $4,878+25.1% | $6,710-9.1% |
| Admin fee / account holder | $124 | $7,877-98.4% | $6,730-98.2% | $11,403-98.9% |