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 | $26,964 | $136,179-80.2% | $98,755-72.7% | $167,490-83.9% |
| Participation rate | 88.2% | 70.2%+18.0pp | 65.7%+22.5pp | 82.1%+6.1pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.91%-49.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,798 | $2,631+6.3% | $2,067+35.4% | $4,837-42.2% |
| Participant deferral / active EE | $4,858 | $3,716+30.7% | $3,035+60.1% | $6,341-23.4% |
| Admin fee / account holder | $176 | $5,031-96.5% | $4,076-95.7% | $12,309-98.6% |