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 6-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 | $44,703 | $209,832-78.7% | $189,513-76.4% | $167,490-73.3% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 13.69% | 748.27%-734.6pp | 555.15%-541.5pp | 478.56%-464.9pp |
| Employer contribution / active EE | $4,363 | $6,914-36.9% | $6,162-29.2% | $4,837-9.8% |
| Participant deferral / active EE | $6,028 | $8,935-32.5% | $8,221-26.7% | $6,341-4.9% |
| Admin fee / account holder | $82 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |