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 4-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 | $7,855 | $72,071-89.1% | $68,368-88.5% | $137,256-94.3% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 24.07% | 353.14%-329.1pp | 292.57%-268.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,442 | $2,788-48.3% | $2,649-45.6% | $4,156-65.3% |
| Participant deferral / active EE | $3,482 | $4,410-21.0% | $4,123-15.5% | $6,407-45.7% |
| Admin fee / account holder | $109 | $5,336-98.0% | $5,150-97.9% | $12,270-99.1% |