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 3-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 | $18,200 | $80,717-77.5% | $154,803-88.2% | $84,808-78.5% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 24.51% | 37.96%-13.4pp | 58.88%-34.4pp | 40.90%-16.4pp |
| Employer contribution / active EE | $1,144 | $2,761-58.6% | $4,305-73.4% | $2,631-56.5% |
| Participant deferral / active EE | $7,095 | $3,303+114.8% | $5,540+28.1% | $4,212+68.5% |
| Admin fee / account holder | $224 | $6,746-96.7% | $14,329-98.4% | $7,344-96.9% |