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 3-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 | $14,661 | $106,584-86.2% | $101,326-85.5% | $142,382-89.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 28.94% | 36.93%-8.0pp | 36.82%-7.9pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,087 | $3,956-47.3% | $3,665-43.1% | $4,299-51.5% |
| Participant deferral / active EE | $3,110 | $8,297-62.5% | $7,994-61.1% | $6,507-52.2% |
| Admin fee / account holder | $73 | $11,446-99.4% | $11,185-99.3% | $12,624-99.4% |