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 8-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 | $28,151 | $165,335-83.0% | $149,696-81.2% | $158,922-82.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 36.08% | 348.15%-312.1pp | 276.60%-240.5pp | 302.83%-266.7pp |
| Employer contribution / active EE | $969 | $5,103-81.0% | $4,644-79.1% | $4,761-79.7% |
| Participant deferral / active EE | $7,981 | $7,181+11.1% | $6,842+16.6% | $5,982+33.4% |
| Admin fee / account holder | $29 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |