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 8-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 | $27,067 | $104,664-74.1% | $85,682-68.4% | $167,490-83.8% |
| Participation rate | 86.7% | 76.4%+10.3pp | 69.9%+16.8pp | 82.1%+4.6pp |
| Annual return | 15.68% | 21.45%-5.8pp | 21.49%-5.8pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,309 | $3,337-30.8% | $2,618-11.8% | $4,837-52.3% |
| Participant deferral / active EE | $5,157 | $4,824+6.9% | $3,923+31.5% | $6,341-18.7% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |