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 | $20,710 | $112,729-81.6% | $98,716-79.0% | $137,256-84.9% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 23.71% | 38.48%-14.8pp | 31.81%-8.1pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,295 | $2,725-52.5% | $2,279-43.2% | $4,156-68.8% |
| Participant deferral / active EE | $4,399 | $4,640-5.2% | $4,048+8.7% | $6,407-31.3% |
| Admin fee / account holder | $29 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |