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 | $18,394 | $80,717-77.2% | $154,803-88.1% | $84,808-78.3% |
| Participation rate | 96.3% | 66.8%+29.5pp | 78.1%+18.2pp | 68.3%+28.0pp |
| Annual return | 32.60% | 37.96%-5.4pp | 58.88%-26.3pp | 40.90%-8.3pp |
| Employer contribution / active EE | $3,892 | $2,761+41.0% | $4,305-9.6% | $2,631+47.9% |
| Participant deferral / active EE | $8,859 | $3,303+168.2% | $5,540+59.9% | $4,212+110.3% |
| Admin fee / account holder | $198 | $6,746-97.1% | $14,329-98.6% | $7,344-97.3% |