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 3-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 | $26,700 | $201,272-86.7% | $184,203-85.5% | $145,922-81.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 26.39% | 29.00%-2.6pp | 28.81%-2.4pp | 561.29%-534.9pp |
| Employer contribution / active EE | $4,800 | $7,022-31.6% | $6,427-25.3% | $4,660+3.0% |
| Participant deferral / active EE | $5,182 | $9,806-47.2% | $9,131-43.3% | $6,688-22.5% |
| Admin fee / account holder | $178 | $16,364-98.9% | $13,901-98.7% | $13,397-98.7% |