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 | $19,140 | $109,982-82.6% | $97,226-80.3% | $145,922-86.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.07% | 242.90%-231.8pp | 75.13%-64.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,115 | $3,084-31.4% | $2,729-22.5% | $4,660-54.6% |
| Participant deferral / active EE | $5,525 | $4,676+18.2% | $4,264+29.6% | $6,688-17.4% |
| Admin fee / account holder | $192 | $6,221-96.9% | $5,654-96.6% | $13,397-98.6% |