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 | $24,545 | $175,202-86.0% | $149,673-83.6% | $139,434-82.4% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 24.71% | 166.71%-142.0pp | 134.42%-109.7pp | 372.94%-348.2pp |
| Employer contribution / active EE | $2,893 | $5,474-47.2% | $4,818-40.0% | $4,751-39.1% |
| Participant deferral / active EE | $8,277 | $6,519+27.0% | $5,680+45.7% | $6,710+23.3% |
| Admin fee / account holder | $39 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |