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 8-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 | $22,896 | $165,335-86.2% | $149,696-84.7% | $158,922-85.6% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 25.53% | 348.15%-322.6pp | 276.60%-251.1pp | 302.83%-277.3pp |
| Employer contribution / active EE | $2,382 | $5,103-53.3% | $4,644-48.7% | $4,761-50.0% |
| Participant deferral / active EE | $5,630 | $7,181-21.6% | $6,842-17.7% | $5,982-5.9% |
| Admin fee / account holder | $2 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |