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 9-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 | $18,920 | $77,634-75.6% | $156,549-87.9% | $62,891-69.9% |
| Participation rate | 87.5% | 71.2%+16.3pp | 84.0%+3.5pp | 69.3%+18.2pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,409 | $3,444-30.1% | $5,501-56.2% | $2,281+5.6% |
| Participant deferral / active EE | $4,605 | $3,045+51.2% | $4,871-5.5% | $3,203+43.8% |
| Admin fee / account holder | $165 | $5,561-97.0% | $13,027-98.7% | $4,296-96.2% |