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 | $24,299 | $148,534-83.6% | $135,903-82.1% | $139,434-82.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.14% | 79.19%-59.1pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,804 | $5,243-65.6% | $4,856-62.9% | $4,751-62.0% |
| Participant deferral / active EE | $3,387 | $8,100-58.2% | $7,758-56.3% | $6,710-49.5% |
| Admin fee / account holder | $195 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |