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 9-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 | $29,046 | $121,625-76.1% | $104,607-72.2% | $158,922-81.7% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 19.39% | 465.26%-445.9pp | 340.46%-321.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,093 | $3,163-65.5% | $2,681-59.2% | $4,761-77.1% |
| Participant deferral / active EE | $5,439 | $4,177+30.2% | $3,740+45.4% | $5,982-9.1% |
| Admin fee / account holder | $47 | $7,787-99.4% | $6,473-99.3% | $11,246-99.6% |