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 | $18,983 | $106,515-82.2% | $96,683-80.4% | $139,434-86.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 26.70% | 38.43%-11.7pp | 35.69%-9.0pp | 372.94%-346.2pp |
| Employer contribution / active EE | $3,706 | $4,103-9.7% | $3,737-0.8% | $4,751-22.0% |
| Participant deferral / active EE | $7,440 | $5,454+36.4% | $4,878+52.5% | $6,710+10.9% |
| Admin fee / account holder | $25 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |