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 | $21,391 | $106,515-79.9% | $96,683-77.9% | $139,434-84.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 20.61% | 38.43%-17.8pp | 35.69%-15.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,882 | $4,103-29.8% | $3,737-22.9% | $4,751-39.3% |
| Participant deferral / active EE | $8,700 | $5,454+59.5% | $4,878+78.4% | $6,710+29.7% |
| Admin fee / account holder | $66 | $7,877-99.2% | $6,730-99.0% | $11,403-99.4% |