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 | $25,879 | $100,970-74.4% | $96,576-73.2% | $137,256-81.1% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 20.60% | 38.16%-17.6pp | 38.47%-17.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,026 | $3,809-46.8% | $3,553-43.0% | $4,156-51.2% |
| Participant deferral / active EE | $4,782 | $8,286-42.3% | $7,956-39.9% | $6,407-25.4% |
| Admin fee / account holder | $56 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |