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 7-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 | $38,961 | $114,381-65.9% | $107,525-63.8% | $142,382-72.6% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 17.07% | 242.71%-225.6pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,324 | $4,015-67.0% | $3,754-64.7% | $4,299-69.2% |
| Participant deferral / active EE | $4,655 | $5,564-16.3% | $5,116-9.0% | $6,507-28.5% |
| Admin fee / account holder | $150 | $9,860-98.5% | $8,919-98.3% | $12,624-98.8% |