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 | $40,279 | $159,602-74.8% | $150,045-73.2% | $142,382-71.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 24.14% | 70.24%-46.1pp | 62.55%-38.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $7,593 | $4,961+53.1% | $4,693+61.8% | $4,299+76.6% |
| Participant deferral / active EE | $7,118 | $8,310-14.3% | $7,997-11.0% | $6,507+9.4% |
| Admin fee / account holder | $177 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |