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 | $14,368 | $177,572-91.9% | $154,803-90.7% | $142,382-89.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 22.72% | 65.07%-42.4pp | 58.88%-36.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,145 | $4,810-55.4% | $4,305-50.2% | $4,299-50.1% |
| Participant deferral / active EE | $3,772 | $6,272-39.9% | $5,540-31.9% | $6,507-42.0% |
| Admin fee / account holder | $190 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |