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 10-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 | $20,718 | $77,634-73.3% | $156,549-86.8% | $62,891-67.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 12.84% | 50.32%-37.5pp | 32.23%-19.4pp | 20.14%-7.3pp |
| Employer contribution / active EE | $1,350 | $3,444-60.8% | $5,501-75.5% | $2,281-40.8% |
| Participant deferral / active EE | $5,177 | $3,045+70.0% | $4,871+6.3% | $3,203+61.6% |
| Admin fee / account holder | $24 | $5,561-99.6% | $13,027-99.8% | $4,296-99.4% |