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 | $15,150 | $74,888-79.8% | $71,209-78.7% | $142,382-89.4% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 19.83% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $796 | $2,854-72.1% | $2,721-70.7% | $4,299-81.5% |
| Participant deferral / active EE | $3,708 | $4,454-16.8% | $4,175-11.2% | $6,507-43.0% |
| Admin fee / account holder | $132 | $5,568-97.6% | $5,349-97.5% | $12,624-99.0% |