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 | $36,436 | $74,888-51.3% | $71,209-48.8% | $142,382-74.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 18.12% | 345.14%-327.0pp | 282.51%-264.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,858 | $2,854+35.2% | $2,721+41.8% | $4,299-10.3% |
| Participant deferral / active EE | $8,149 | $4,454+82.9% | $4,175+95.2% | $6,507+25.2% |
| Admin fee / account holder | $35 | $5,568-99.4% | $5,349-99.4% | $12,624-99.7% |