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 | $14,551 | $111,754-87.0% | $103,333-85.9% | $145,922-90.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.73% | 24.77%-8.0pp | 24.88%-8.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,151 | $4,212-48.9% | $3,868-44.4% | $4,660-53.8% |
| Participant deferral / active EE | $2,615 | $5,619-53.5% | $5,057-48.3% | $6,688-60.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |