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 | $22,041 | $100,773-78.1% | $88,946-75.2% | $142,382-84.5% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 20.16% | 70.18%-50.0pp | 57.82%-37.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,019 | $2,918-30.8% | $2,555-21.0% | $4,299-53.0% |
| Participant deferral / active EE | $2,019 | $5,230-61.4% | $4,581-55.9% | $6,507-69.0% |
| Admin fee / account holder | $55 | $9,693-99.4% | $8,261-99.3% | $12,624-99.6% |