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 4-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 | $28,848 | $159,602-81.9% | $150,045-80.8% | $142,382-79.7% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 20.65% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,213 | $4,961-55.4% | $4,693-52.8% | $4,299-48.5% |
| Participant deferral / active EE | $5,899 | $8,310-29.0% | $7,997-26.2% | $6,507-9.4% |
| Admin fee / account holder | $251 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |