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 | $30,932 | $117,983-73.8% | $101,794-69.6% | $142,382-78.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 18.65% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $842 | $2,773-69.7% | $2,289-63.2% | $4,299-80.4% |
| Participant deferral / active EE | $1,358 | $4,714-71.2% | $4,084-66.7% | $6,507-79.1% |
| Admin fee / account holder | $227 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |