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 | $9,967 | $73,867-86.5% | $143,757-93.1% | $68,494-85.4% |
| Participation rate | 88.2% | 66.7%+21.6pp | 80.3%+7.9pp | 67.9%+20.3pp |
| Annual return | 19.21% | 1.01%+18.2pp | -0.04%+19.3pp | -7.84%+27.1pp |
| Employer contribution / active EE | $3,105 | $3,184-2.5% | $4,951-37.3% | $2,596+19.6% |
| Participant deferral / active EE | $5,758 | $3,384+70.1% | $5,637+2.1% | $4,027+43.0% |
| Admin fee / account holder | $233 | $5,755-96.0% | $14,673-98.4% | $5,403-95.7% |