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 | $15,901 | $74,888-78.8% | $71,209-77.7% | $142,382-88.8% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 23.66% | 345.14%-321.5pp | 282.51%-258.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,582 | $2,854-9.5% | $2,721-5.1% | $4,299-39.9% |
| Participant deferral / active EE | $4,733 | $4,454+6.2% | $4,175+13.4% | $6,507-27.3% |
| Admin fee / account holder | $43 | $5,568-99.2% | $5,349-99.2% | $12,624-99.7% |