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 4-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 | $79,628 | $159,602-50.1% | $150,045-46.9% | $142,382-44.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 22.43% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,461 | $4,961-50.4% | $4,693-47.6% | $4,299-42.8% |
| Participant deferral / active EE | $8,200 | $8,310-1.3% | $7,997+2.5% | $6,507+26.0% |
| Admin fee / account holder | $83 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |