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 | $43,550 | $154,365-71.8% | $130,231-66.6% | $139,434-68.8% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.3%-1.3pp | 80.3%-5.3pp |
| Annual return | 25.06% | 30.34%-5.3pp | 38.77%-13.7pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,055 | $5,170-79.6% | $4,126-74.4% | $4,751-77.8% |
| Participant deferral / active EE | $13,976 | $8,498+64.5% | $6,799+105.6% | $6,710+108.3% |
| Admin fee / account holder | $112 | $9,214-98.8% | $6,020-98.1% | $11,403-99.0% |