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 | $31,565 | $154,228-79.5% | $145,433-78.3% | $137,256-77.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.68% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,489 | $4,804-69.0% | $4,554-67.3% | $4,156-64.2% |
| Participant deferral / active EE | $2,422 | $8,216-70.5% | $7,897-69.3% | $6,407-62.2% |
| Admin fee / account holder | $47 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |