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 | $24,958 | $126,574-80.3% | $106,213-76.5% | $145,922-82.9% |
| Participation rate | 81.8% | 77.6%+4.2pp | 75.3%+6.5pp | 80.3%+1.5pp |
| Annual return | 13.76% | 224.79%-211.0pp | 116.14%-102.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,025 | $3,730-18.9% | $3,171-4.6% | $4,660-35.1% |
| Participant deferral / active EE | $8,760 | $5,724+53.1% | $5,016+74.7% | $6,688+31.0% |
| Admin fee / account holder | $20 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |