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 | $52,561 | $201,272-73.9% | $184,203-71.5% | $145,922-64.0% |
| Participation rate | 78.3% | 87.5%-9.2pp | 86.8%-8.6pp | 80.3%-2.0pp |
| Annual return | 27.59% | 29.00%-1.4pp | 28.81%-1.2pp | 561.29%-533.7pp |
| Employer contribution / active EE | $1,500 | $7,022-78.6% | $6,427-76.7% | $4,660-67.8% |
| Participant deferral / active EE | $4,809 | $9,806-51.0% | $9,131-47.3% | $6,688-28.1% |
| Admin fee / account holder | $57 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |