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 3-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 | $25,504 | $159,602-84.0% | $150,045-83.0% | $142,382-82.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.00% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,274 | $4,961-54.2% | $4,693-51.5% | $4,299-47.1% |
| Participant deferral / active EE | $11,098 | $8,310+33.5% | $7,997+38.8% | $6,507+70.5% |
| Admin fee / account holder | $106 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |