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 9-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 | $54,007 | $149,679-63.9% | $117,039-53.9% | $147,584-63.4% |
| Participation rate | 93.3% | 83.5%+9.8pp | 77.2%+16.1pp | 82.8%+10.5pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,569 | $4,937-48.0% | $3,785-32.1% | $4,876-47.3% |
| Participant deferral / active EE | $6,855 | $4,912+39.6% | $3,929+74.4% | $5,439+26.0% |
| Admin fee / account holder | $260 | $7,856-96.7% | $5,974-95.6% | $10,885-97.6% |