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 | $29,233 | $159,901-81.7% | $146,958-80.1% | $145,922-80.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.88% | 98.13%-84.2pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,037 | $5,286-61.5% | $4,933-58.7% | $4,660-56.3% |
| Participant deferral / active EE | $3,148 | $8,428-62.7% | $8,070-61.0% | $6,688-52.9% |
| Admin fee / account holder | $276 | $15,044-98.2% | $12,998-97.9% | $13,397-97.9% |