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 | $18,042 | $158,398-88.6% | $126,539-85.7% | $142,382-87.3% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 16.10% | 593.76%-577.7pp | 425.95%-409.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $795 | $4,650-82.9% | $3,674-78.4% | $4,299-81.5% |
| Participant deferral / active EE | $1,404 | $4,767-70.5% | $4,083-65.6% | $6,507-78.4% |
| Admin fee / account holder | $99 | $6,918-98.6% | $6,065-98.4% | $12,624-99.2% |