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 6-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 | $21,418 | $100,970-78.8% | $96,576-77.8% | $137,256-84.4% |
| Participation rate | 71.4% | 82.6%-11.2pp | 81.4%-10.0pp | 80.0%-8.5pp |
| Annual return | 21.18% | 38.16%-17.0pp | 38.47%-17.3pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,457 | $3,809-35.5% | $3,553-30.8% | $4,156-40.9% |
| Participant deferral / active EE | $2,387 | $8,286-71.2% | $7,956-70.0% | $6,407-62.7% |
| Admin fee / account holder | $28 | $11,312-99.7% | $11,381-99.8% | $12,270-99.8% |