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 10-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 | $29,883 | $52,467-43.0% | $57,179-47.7% | $55,167-45.8% |
| Participation rate | 86.2% | 75.8%+10.4pp | 75.3%+10.9pp | 69.0%+17.2pp |
| Annual return | 24.52% | 7.72%+16.8pp | 14.59%+9.9pp | 169.23%-144.7pp |
| Employer contribution / active EE | $4,328 | $2,477+74.7% | $2,682+61.3% | $1,963+120.5% |
| Participant deferral / active EE | $4,802 | $2,830+69.7% | $3,096+55.1% | $3,054+57.2% |
| Admin fee / account holder | $268 | $269-0.5% | $3,139-91.5% | $504-46.9% |