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 3-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 | $11,631 | $74,888-84.5% | $71,209-83.7% | $142,382-91.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 26.66% | 345.14%-318.5pp | 282.51%-255.9pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,777 | $2,854-37.8% | $2,721-34.7% | $4,299-58.7% |
| Participant deferral / active EE | $3,979 | $4,454-10.7% | $4,175-4.7% | $6,507-38.8% |
| Admin fee / account holder | $58 | $5,568-99.0% | $5,349-98.9% | $12,624-99.5% |