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 | $14,758 | $97,125-84.8% | $86,233-82.9% | $137,256-89.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 20.39% | 74.19%-53.8pp | 61.39%-41.0pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,653 | $2,841-41.8% | $2,504-34.0% | $4,156-60.2% |
| Participant deferral / active EE | $2,789 | $5,180-46.2% | $4,559-38.8% | $6,407-56.5% |
| Admin fee / account holder | $132 | $9,725-98.6% | $8,342-98.4% | $12,270-98.9% |