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 4-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 | $20,350 | $110,257-81.5% | $96,544-78.9% | $139,434-85.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 47.56% | 26.32%+21.2pp | 25.84%+21.7pp | 372.94%-325.4pp |
| Employer contribution / active EE | $4,396 | $3,620+21.4% | $2,965+48.3% | $4,751-7.5% |
| Participant deferral / active EE | $9,071 | $5,548+63.5% | $4,851+87.0% | $6,710+35.2% |
| Admin fee / account holder | $173 | $11,591-98.5% | $8,252-97.9% | $11,403-98.5% |