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 5-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 | $23,288 | $81,248-71.3% | $155,509-85.0% | $80,856-71.2% |
| Participation rate | 84.1% | 66.2%+17.9pp | 78.2%+5.9pp | 67.6%+16.5pp |
| Annual return | 20.03% | 33.31%-13.3pp | 64.67%-44.6pp | 35.59%-15.6pp |
| Employer contribution / active EE | $2,634 | $3,100-15.1% | $4,672-43.6% | $2,755-4.4% |
| Participant deferral / active EE | $2,523 | $3,452-26.9% | $5,626-55.2% | $4,296-41.3% |
| Admin fee / account holder | $75 | $7,997-99.1% | $15,912-99.5% | $6,918-98.9% |