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 | $10,774 | $72,071-85.1% | $68,368-84.2% | $137,256-92.2% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 21.54% | 353.14%-331.6pp | 292.57%-271.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $955 | $2,788-65.8% | $2,649-64.0% | $4,156-77.0% |
| Participant deferral / active EE | $2,188 | $4,410-50.4% | $4,123-46.9% | $6,407-65.8% |
| Admin fee / account holder | $173 | $5,336-96.8% | $5,150-96.6% | $12,270-98.6% |