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 | $41,443 | $210,648-80.3% | $177,989-76.7% | $145,922-71.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 29.18% | 385.86%-356.7pp | 294.48%-265.3pp | 561.29%-532.1pp |
| Employer contribution / active EE | $4,071 | $4,565-10.8% | $3,949+3.1% | $4,660-12.6% |
| Participant deferral / active EE | $9,453 | $6,958+35.9% | $6,276+50.6% | $6,688+41.3% |
| Admin fee / account holder | $14 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |