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 | $22,786 | $175,202-87.0% | $149,673-84.8% | $139,434-83.7% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 25.94% | 166.71%-140.8pp | 134.42%-108.5pp | 372.94%-347.0pp |
| Employer contribution / active EE | $2,594 | $5,474-52.6% | $4,818-46.1% | $4,751-45.4% |
| Participant deferral / active EE | $4,443 | $6,519-31.8% | $5,680-21.8% | $6,710-33.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |