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 6-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 | $14,175 | $105,126-86.5% | $94,646-85.0% | $139,434-89.8% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 30.05% | 38.03%-8.0pp | 156.71%-126.7pp | 372.94%-342.9pp |
| Employer contribution / active EE | $2,333 | $4,106-43.2% | $3,672-36.5% | $4,751-50.9% |
| Participant deferral / active EE | $4,039 | $7,599-46.9% | $7,418-45.6% | $6,710-39.8% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |