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 | $5,732 | $110,502-94.8% | $80,716-92.9% | $167,490-96.6% |
| Participation rate | 71.4% | 64.0%+7.5pp | 54.2%+17.3pp | 82.1%-10.7pp |
| Annual return | 29.72% | 120.54%-90.8pp | 87.28%-57.6pp | 478.56%-448.8pp |
| Employer contribution / active EE | $3,015 | $1,543+95.4% | $1,160+159.9% | $4,837-37.7% |
| Participant deferral / active EE | $2,609 | $2,871-9.1% | $2,146+21.6% | $6,341-58.9% |
| Admin fee / account holder | $93 | $4,545-98.0% | $3,380-97.3% | $12,309-99.2% |