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 | $23,851 | $111,754-78.7% | $103,333-76.9% | $145,922-83.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 18.32% | 24.77%-6.5pp | 24.88%-6.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,694 | $4,212-36.0% | $3,868-30.3% | $4,660-42.2% |
| Participant deferral / active EE | $5,161 | $5,619-8.2% | $5,057+2.0% | $6,688-22.8% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |