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 | $25,181 | $111,754-77.5% | $103,333-75.6% | $145,922-82.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 31.76% | 24.77%+7.0pp | 24.88%+6.9pp | 561.29%-529.5pp |
| Employer contribution / active EE | $1,070 | $4,212-74.6% | $3,868-72.3% | $4,660-77.0% |
| Participant deferral / active EE | $5,711 | $5,619+1.6% | $5,057+12.9% | $6,688-14.6% |
| Admin fee / account holder | $152 | $9,750-98.4% | $8,355-98.2% | $13,397-98.9% |