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 | $19,952 | $175,202-88.6% | $149,673-86.7% | $139,434-85.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 26.32% | 166.71%-140.4pp | 134.42%-108.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $1,851 | $5,474-66.2% | $4,818-61.6% | $4,751-61.0% |
| Participant deferral / active EE | $6,080 | $6,519-6.7% | $5,680+7.0% | $6,710-9.4% |
| Admin fee / account holder | $16 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |