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 5-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 | $30,221 | $80,717-62.6% | $154,803-80.5% | $84,808-64.4% |
| Participation rate | 84.0% | 66.8%+17.2pp | 78.1%+5.9pp | 68.3%+15.7pp |
| Annual return | 27.77% | 37.96%-10.2pp | 58.88%-31.1pp | 40.90%-13.1pp |
| Employer contribution / active EE | $4,673 | $2,761+69.2% | $4,305+8.5% | $2,631+77.6% |
| Participant deferral / active EE | $3,115 | $3,303-5.7% | $5,540-43.8% | $4,212-26.0% |
| Admin fee / account holder | $96 | $6,746-98.6% | $14,329-99.3% | $7,344-98.7% |