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 | $11,852 | $92,798-87.2% | $96,707-87.7% | $137,256-91.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 80.4%-5.4pp | 80.0%-5.0pp |
| Annual return | 13.29% | 31.24%-18.0pp | 34.78%-21.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,066 | $4,147-50.2% | $4,191-50.7% | $4,156-50.3% |
| Participant deferral / active EE | $3,462 | $5,877-41.1% | $5,997-42.3% | $6,407-46.0% |
| Admin fee / account holder | $264 | $7,946-96.7% | $7,503-96.5% | $12,270-97.8% |