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 5-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 | $25,012 | $159,602-84.3% | $150,045-83.3% | $142,382-82.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 24.18% | 70.24%-46.1pp | 62.55%-38.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,454 | $4,961-70.7% | $4,693-69.0% | $4,299-66.2% |
| Participant deferral / active EE | $3,333 | $8,310-59.9% | $7,997-58.3% | $6,507-48.8% |
| Admin fee / account holder | $258 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |