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 7-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 | $29,192 | $109,881-73.4% | $150,045-80.5% | $84,808-65.6% |
| Participation rate | 98.6% | 76.1%+22.5pp | 82.3%+16.3pp | 68.3%+30.3pp |
| Annual return | 48.08% | 28.25%+19.8pp | 62.55%-14.5pp | 40.90%+7.2pp |
| Employer contribution / active EE | $2,187 | $3,561-38.6% | $4,693-53.4% | $2,631-16.9% |
| Participant deferral / active EE | $5,579 | $6,636-15.9% | $7,997-30.2% | $4,212+32.5% |
| Admin fee / account holder | $129 | $8,568-98.5% | $13,435-99.0% | $7,344-98.2% |