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 3-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 | $4,192 | $74,888-94.4% | $71,209-94.1% | $142,382-97.1% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 25.78% | 345.14%-319.4pp | 282.51%-256.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,041 | $2,854-63.5% | $2,721-61.7% | $4,299-75.8% |
| Participant deferral / active EE | $2,194 | $4,454-50.8% | $4,175-47.5% | $6,507-66.3% |
| Admin fee / account holder | $24 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |