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 3-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 | $28,070 | $106,515-73.6% | $96,683-71.0% | $139,434-79.9% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 19.20% | 38.43%-19.2pp | 35.69%-16.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,150 | $4,103-47.6% | $3,737-42.5% | $4,751-54.7% |
| Participant deferral / active EE | $10,000 | $5,454+83.4% | $4,878+105.0% | $6,710+49.0% |
| Admin fee / account holder | $167 | $7,877-97.9% | $6,730-97.5% | $11,403-98.5% |