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 7-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 | $17,926 | $177,572-89.9% | $154,803-88.4% | $142,382-87.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.51% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,941 | $4,810-59.6% | $4,305-54.9% | $4,299-54.8% |
| Participant deferral / active EE | $3,117 | $6,272-50.3% | $5,540-43.7% | $6,507-52.1% |
| Admin fee / account holder | $231 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |