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 | $31,621 | $202,432-84.4% | $169,368-81.3% | $139,434-77.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.68% | 531.74%-519.1pp | 405.60%-392.9pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,445 | $4,692-69.2% | $4,013-64.0% | $4,751-69.6% |
| Participant deferral / active EE | $11,139 | $6,938+60.5% | $6,221+79.0% | $6,710+66.0% |
| Admin fee / account holder | $185 | $10,708-98.3% | $9,003-97.9% | $11,403-98.4% |