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 | $18,319 | $74,888-75.5% | $71,209-74.3% | $142,382-87.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 23.40% | 345.14%-321.7pp | 282.51%-259.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,038 | $2,854-28.6% | $2,721-25.1% | $4,299-52.6% |
| Participant deferral / active EE | $2,866 | $4,454-35.7% | $4,175-31.4% | $6,507-56.0% |
| Admin fee / account holder | $13 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |