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 8-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 | $21,195 | $107,334-80.3% | $92,893-77.2% | $152,861-86.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 23.09% | 145.58%-122.5pp | 109.41%-86.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,093 | $4,221-50.4% | $3,653-42.7% | $4,762-56.0% |
| Participant deferral / active EE | $4,886 | $4,845+0.9% | $4,236+15.3% | $5,850-16.5% |
| Admin fee / account holder | $19 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |