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 8-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 | $17,902 | $118,427-84.9% | $66,042-72.9% | $142,382-87.4% |
| Participation rate | 86.7% | 68.1%+18.5pp | 67.5%+19.2pp | 80.1%+6.5pp |
| Annual return | 16.01% | 35.57%-19.6pp | 52.11%-36.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,606 | $2,570+1.4% | $1,579+65.0% | $4,299-39.4% |
| Participant deferral / active EE | $480 | $4,311-88.9% | $2,835-83.1% | $6,507-92.6% |
| Admin fee / account holder | $217 | $9,593-97.7% | $5,747-96.2% | $12,624-98.3% |