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 | $22,427 | $70,756-68.3% | $65,493-65.8% | $142,382-84.2% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 21.03% | 1754.89%-1733.9pp | 982.45%-961.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,182 | $2,881-24.3% | $2,574-15.2% | $4,299-49.3% |
| Participant deferral / active EE | $2,901 | $4,637-37.4% | $3,961-26.8% | $6,507-55.4% |
| Admin fee / account holder | $45 | $6,559-99.3% | $5,028-99.1% | $12,624-99.6% |