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 | $67,111 | $154,228-56.5% | $145,433-53.9% | $137,256-51.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 22.62% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $5,312 | $4,804+10.6% | $4,554+16.6% | $4,156+27.8% |
| Participant deferral / active EE | $13,931 | $8,216+69.5% | $7,897+76.4% | $6,407+117.4% |
| Admin fee / account holder | $124 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |