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 5-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 | $17,277 | $104,974-83.5% | $95,585-81.9% | $142,382-87.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 21.20% | 210.33%-189.1pp | 38.56%-17.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,299 | $2,779-17.2% | $2,527-9.0% | $4,299-46.5% |
| Participant deferral / active EE | $4,348 | $4,352-0.1% | $4,023+8.1% | $6,507-33.2% |
| Admin fee / account holder | $51 | $6,386-99.2% | $6,127-99.2% | $12,624-99.6% |