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 | $22,102 | $114,381-80.7% | $107,525-79.4% | $142,382-84.5% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 20.47% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,587 | $4,015-35.6% | $3,754-31.1% | $4,299-39.8% |
| Participant deferral / active EE | $5,204 | $5,564-6.5% | $5,116+1.7% | $6,507-20.0% |
| Admin fee / account holder | $195 | $9,860-98.0% | $8,919-97.8% | $12,624-98.5% |