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 | $33,506 | $124,425-73.1% | $112,040-70.1% | $137,256-75.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.10% | 24.72%-2.6pp | 24.52%-2.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,586 | $3,411-24.2% | $2,954-12.5% | $4,156-37.8% |
| Participant deferral / active EE | $4,838 | $5,718-15.4% | $5,098-5.1% | $6,407-24.5% |
| Admin fee / account holder | $42 | $15,207-99.7% | $12,098-99.7% | $12,270-99.7% |