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 9-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 | $23,682 | $107,334-77.9% | $92,893-74.5% | $152,861-84.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 28.89% | 145.58%-116.7pp | 109.41%-80.5pp | 345.32%-316.4pp |
| Employer contribution / active EE | $3,345 | $4,221-20.8% | $3,653-8.4% | $4,762-29.8% |
| Participant deferral / active EE | $5,820 | $4,845+20.1% | $4,236+37.4% | $5,850-0.5% |
| Admin fee / account holder | $225 | $7,079-96.8% | $5,794-96.1% | $11,596-98.1% |