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 | $59,671 | $209,336-71.5% | $197,124-69.7% | $137,256-56.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.99% | 48.09%-27.1pp | 44.34%-23.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,031 | $6,591-69.2% | $6,227-67.4% | $4,156-51.1% |
| Participant deferral / active EE | $14,612 | $9,614+52.0% | $9,135+60.0% | $6,407+128.1% |
| Admin fee / account holder | $123 | $17,308-99.3% | $16,298-99.2% | $12,270-99.0% |