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 4-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 | $52,569 | $209,336-74.9% | $197,124-73.3% | $137,256-61.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.12% | 48.09%-34.0pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,611 | $6,591-75.6% | $6,227-74.1% | $4,156-61.2% |
| Participant deferral / active EE | $11,477 | $9,614+19.4% | $9,135+25.6% | $6,407+79.1% |
| Admin fee / account holder | $144 | $17,308-99.2% | $16,298-99.1% | $12,270-98.8% |