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 | $47,833 | $214,378-77.7% | $200,582-76.2% | $142,382-66.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 22.35% | 46.41%-24.1pp | 42.33%-20.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $17,750 | $9,865+79.9% | $9,331+90.2% | $6,507+172.8% |
| Admin fee / account holder | $122 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |