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 9-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 | $20,951 | $105,859-80.2% | $90,160-76.8% | $147,584-85.8% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $11,574 | $4,126+180.5% | $3,318+248.8% | $4,876+137.4% |
| Participant deferral / active EE | $4,845 | $5,733-15.5% | $5,288-8.4% | $5,439-10.9% |
| Admin fee / account holder | $5 | $8,046-99.9% | $5,943-99.9% | $10,885-100.0% |