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 | $24,074 | $74,888-67.9% | $71,209-66.2% | $142,382-83.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 22.18% | 345.14%-323.0pp | 282.51%-260.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,246 | $2,854-56.3% | $2,721-54.2% | $4,299-71.0% |
| Participant deferral / active EE | $5,401 | $4,454+21.2% | $4,175+29.4% | $6,507-17.0% |
| Admin fee / account holder | $214 | $5,568-96.2% | $5,349-96.0% | $12,624-98.3% |