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 6-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 | $20,504 | $104,974-80.5% | $95,585-78.5% | $142,382-85.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 18.87% | 210.33%-191.5pp | 38.56%-19.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $734 | $2,779-73.6% | $2,527-71.0% | $4,299-82.9% |
| Participant deferral / active EE | $928 | $4,352-78.7% | $4,023-76.9% | $6,507-85.7% |
| Admin fee / account holder | $219 | $6,386-96.6% | $6,127-96.4% | $12,624-98.3% |