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 7-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 | $8,510 | $72,071-88.2% | $68,368-87.6% | $137,256-93.8% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 20.57% | 353.14%-332.6pp | 292.57%-272.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,149 | $2,788-22.9% | $2,649-18.9% | $4,156-48.3% |
| Participant deferral / active EE | $3,343 | $4,410-24.2% | $4,123-18.9% | $6,407-47.8% |
| Admin fee / account holder | $39 | $5,336-99.3% | $5,150-99.2% | $12,270-99.7% |