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 | $28,586 | $114,381-75.0% | $107,525-73.4% | $142,382-79.9% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 21.73% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,139 | $4,015-71.6% | $3,754-69.7% | $4,299-73.5% |
| Participant deferral / active EE | $4,975 | $5,564-10.6% | $5,116-2.7% | $6,507-23.5% |
| Admin fee / account holder | $19 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |