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 | $26,265 | $114,381-77.0% | $107,525-75.6% | $142,382-81.6% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 23.04% | 242.71%-219.7pp | 181.32%-158.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,804 | $4,015-55.1% | $3,754-51.9% | $4,299-58.0% |
| Participant deferral / active EE | $2,827 | $5,564-49.2% | $5,116-44.7% | $6,507-56.6% |
| Admin fee / account holder | $128 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |