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 5-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 | $35,031 | $81,248-56.9% | $155,509-77.5% | $80,856-56.7% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 11.61% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,647 | $3,100+49.9% | $4,672-0.6% | $2,755+68.7% |
| Participant deferral / active EE | $7,292 | $3,452+111.3% | $5,626+29.6% | $4,296+69.7% |
| Admin fee / account holder | $228 | $7,997-97.1% | $15,912-98.6% | $6,918-96.7% |