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 6-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 | $17,775 | $88,594-79.9% | $70,092-74.6% | $134,475-86.8% |
| Participation rate | 71.4% | 74.9%-3.5pp | 70.5%+1.0pp | 81.2%-9.8pp |
| Annual return | 23.96% | 442.67%-418.7pp | 190.73%-166.8pp | 417.96%-394.0pp |
| Employer contribution / active EE | $1,915 | $3,233-40.8% | $2,559-25.2% | $4,740-59.6% |
| Participant deferral / active EE | $2,374 | $4,772-50.3% | $3,849-38.3% | $6,400-62.9% |
| Admin fee / account holder | $226 | $10,441-97.8% | $6,267-96.4% | $11,426-98.0% |