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 | $9,820 | $81,248-87.9% | $155,509-93.7% | $80,856-87.9% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.6pp | 67.6%+17.1pp |
| Annual return | 14.36% | 33.31%-19.0pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,302 | $3,100-58.0% | $4,672-72.1% | $2,755-52.7% |
| Participant deferral / active EE | $2,013 | $3,452-41.7% | $5,626-64.2% | $4,296-53.1% |
| Admin fee / account holder | $104 | $7,997-98.7% | $15,912-99.3% | $6,918-98.5% |