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 | $28,574 | $159,602-82.1% | $150,045-81.0% | $142,382-79.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.46% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,488 | $4,961-70.0% | $4,693-68.3% | $4,299-65.4% |
| Participant deferral / active EE | $5,091 | $8,310-38.7% | $7,997-36.3% | $6,507-21.8% |
| Admin fee / account holder | $238 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |