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 | $22,958 | $159,901-85.6% | $146,958-84.4% | $145,922-84.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 27.15% | 98.13%-71.0pp | 418.34%-391.2pp | 561.29%-534.1pp |
| Employer contribution / active EE | $5,124 | $5,286-3.1% | $4,933+3.9% | $4,660+10.0% |
| Participant deferral / active EE | $4,529 | $8,428-46.3% | $8,070-43.9% | $6,688-32.3% |
| Admin fee / account holder | $119 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |