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 7-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 | $22,395 | $107,334-79.1% | $92,893-75.9% | $152,861-85.3% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 25.16% | 145.58%-120.4pp | 109.41%-84.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,997 | $4,221-52.7% | $3,653-45.3% | $4,762-58.1% |
| Participant deferral / active EE | $3,982 | $4,845-17.8% | $4,236-6.0% | $5,850-31.9% |
| Admin fee / account holder | $255 | $7,079-96.4% | $5,794-95.6% | $11,596-97.8% |