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 | $20,745 | $154,228-86.5% | $145,433-85.7% | $137,256-84.9% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 19.63% | 74.59%-55.0pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $881 | $4,804-81.7% | $4,554-80.6% | $4,156-78.8% |
| Participant deferral / active EE | $5,271 | $8,216-35.8% | $7,897-33.3% | $6,407-17.7% |
| Admin fee / account holder | $218 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |