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 | $22,105 | $154,228-85.7% | $145,433-84.8% | $137,256-83.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.93% | 74.59%-56.7pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,271 | $4,804-31.9% | $4,554-28.2% | $4,156-21.3% |
| Participant deferral / active EE | $3,842 | $8,216-53.2% | $7,897-51.4% | $6,407-40.0% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |