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 | $33,621 | $177,572-81.1% | $154,803-78.3% | $142,382-76.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 12.86% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,829 | $4,810-62.0% | $4,305-57.5% | $4,299-57.5% |
| Participant deferral / active EE | $2,939 | $6,272-53.1% | $5,540-47.0% | $6,507-54.8% |
| Admin fee / account holder | $179 | $16,786-98.9% | $14,329-98.8% | $12,624-98.6% |