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 | $18,685 | $105,998-82.4% | $92,233-79.7% | $147,584-87.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 24.13% | 50.05%-25.9pp | 176.28%-152.1pp | 578.55%-554.4pp |
| Employer contribution / active EE | $1,199 | $4,333-72.3% | $3,679-67.4% | $4,876-75.4% |
| Participant deferral / active EE | $5,708 | $4,478+27.5% | $3,897+46.5% | $5,439+5.0% |
| Admin fee / account holder | $22 | $6,332-99.6% | $5,194-99.6% | $10,885-99.8% |