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 3-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 | $11,873 | $101,618-88.3% | $93,063-87.2% | $137,256-91.3% |
| Participation rate | 92.3% | 74.9%+17.4pp | 72.1%+20.2pp | 80.0%+12.3pp |
| Annual return | 27.92% | 223.95%-196.0pp | 34.15%-6.2pp | 220.34%-192.4pp |
| Employer contribution / active EE | $1,504 | $2,707-44.4% | $2,476-39.3% | $4,156-63.8% |
| Participant deferral / active EE | $3,430 | $4,279-19.8% | $3,958-13.3% | $6,407-46.5% |
| Admin fee / account holder | $105 | $6,198-98.3% | $6,033-98.3% | $12,270-99.1% |