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 | $14,495 | $95,266-84.8% | $82,389-82.4% | $142,382-89.8% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 16.12% | 25.74%-9.6pp | 28.67%-12.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,545 | $2,991-48.3% | $2,517-38.6% | $4,299-64.1% |
| Participant deferral / active EE | $2,191 | $4,809-54.4% | $4,155-47.3% | $6,507-66.3% |
| Admin fee / account holder | $28 | $8,563-99.7% | $7,231-99.6% | $12,624-99.8% |