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 | $39,223 | $70,532-44.4% | $68,948-43.1% | $137,256-71.4% |
| Participation rate | 80.0% | 81.0%-1.0pp | 79.2%+0.8pp | 80.0%0pp |
| Annual return | 15.73% | 32.56%-16.8pp | 28.39%-12.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,938 | $4,355-55.5% | $4,165-53.5% | $4,156-53.4% |
| Participant deferral / active EE | $5,480 | $6,773-19.1% | $6,186-11.4% | $6,407-14.5% |
| Admin fee / account holder | $104 | $7,916-98.7% | $7,539-98.6% | $12,270-99.2% |