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 6-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 | $16,999 | $154,228-89.0% | $145,433-88.3% | $137,256-87.6% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 21.33% | 74.59%-53.3pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,195 | $4,804-54.3% | $4,554-51.8% | $4,156-47.2% |
| Participant deferral / active EE | $4,398 | $8,216-46.5% | $7,897-44.3% | $6,407-31.4% |
| Admin fee / account holder | $38 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |