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 | $22,887 | $148,534-84.6% | $135,903-83.2% | $139,434-83.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 42.37% | 79.19%-36.8pp | 68.23%-25.9pp | 372.94%-330.6pp |
| Employer contribution / active EE | $2,376 | $5,243-54.7% | $4,856-51.1% | $4,751-50.0% |
| Participant deferral / active EE | $4,647 | $8,100-42.6% | $7,758-40.1% | $6,710-30.8% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |