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 | $18,495 | $74,888-75.3% | $71,209-74.0% | $142,382-87.0% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 24.99% | 345.14%-320.1pp | 282.51%-257.5pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,596 | $2,854-44.1% | $2,721-41.4% | $4,299-62.9% |
| Participant deferral / active EE | $3,297 | $4,454-26.0% | $4,175-21.0% | $6,507-49.3% |
| Admin fee / account holder | $284 | $5,568-94.9% | $5,349-94.7% | $12,624-97.8% |