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 | $11,659 | $46,553-75.0% | $64,056-81.8% | $75,163-84.5% |
| Participation rate | 79.3% | 65.9%+13.4pp | 72.3%+7.0pp | 67.2%+12.1pp |
| Annual return | 22.45% | 26.03%-3.6pp | 33.69%-11.2pp | 160.62%-138.2pp |
| Employer contribution / active EE | $587 | $1,974-70.3% | $2,747-78.6% | $2,670-78.0% |
| Participant deferral / active EE | $1,329 | $2,837-53.1% | $3,880-65.7% | $4,125-67.8% |
| Admin fee / account holder | $243 | $2,952-91.8% | $3,068-92.1% | $5,651-95.7% |