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 5-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 | $22,176 | $126,574-82.5% | $106,213-79.1% | $145,922-84.8% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 13.12% | 224.79%-211.7pp | 116.14%-103.0pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,374 | $3,730-63.2% | $3,171-56.7% | $4,660-70.5% |
| Participant deferral / active EE | $3,041 | $5,724-46.9% | $5,016-39.4% | $6,688-54.5% |
| Admin fee / account holder | $30 | $17,304-99.8% | $11,033-99.7% | $13,397-99.8% |