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 6-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 | $29,236 | $159,602-81.7% | $150,045-80.5% | $142,382-79.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 17.31% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,465 | $4,961-70.5% | $4,693-68.8% | $4,299-65.9% |
| Participant deferral / active EE | $2,991 | $8,310-64.0% | $7,997-62.6% | $6,507-54.0% |
| Admin fee / account holder | $214 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |