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 | $11,167 | $109,982-89.8% | $97,226-88.5% | $145,922-92.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 16.39% | 242.90%-226.5pp | 75.13%-58.7pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,352 | $3,084-23.7% | $2,729-13.8% | $4,660-49.5% |
| Participant deferral / active EE | $3,481 | $4,676-25.6% | $4,264-18.4% | $6,688-47.9% |
| Admin fee / account holder | $189 | $6,221-97.0% | $5,654-96.7% | $13,397-98.6% |