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 | $28,230 | $114,381-75.3% | $107,525-73.7% | $142,382-80.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.44% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,409 | $4,015-40.0% | $3,754-35.8% | $4,299-44.0% |
| Participant deferral / active EE | $4,930 | $5,564-11.4% | $5,116-3.6% | $6,507-24.2% |
| Admin fee / account holder | $264 | $9,860-97.3% | $8,919-97.0% | $12,624-97.9% |