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 | $39,974 | $209,336-80.9% | $197,124-79.7% | $137,256-70.9% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 17.43% | 48.09%-30.7pp | 44.34%-26.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,210 | $6,591-51.3% | $6,227-48.5% | $4,156-22.8% |
| Participant deferral / active EE | $9,580 | $9,614-0.4% | $9,135+4.9% | $6,407+49.5% |
| Admin fee / account holder | $241 | $17,308-98.6% | $16,298-98.5% | $12,270-98.0% |