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 | $21,449 | $106,584-79.9% | $101,326-78.8% | $142,382-84.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 23.17% | 36.93%-13.8pp | 36.82%-13.6pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,720 | $3,956-31.2% | $3,665-25.8% | $4,299-36.7% |
| Participant deferral / active EE | $5,230 | $8,297-37.0% | $7,994-34.6% | $6,507-19.6% |
| Admin fee / account holder | $61 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |