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 | $24,321 | $148,534-83.6% | $135,903-82.1% | $139,434-82.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 31.24% | 79.19%-47.9pp | 68.23%-37.0pp | 372.94%-341.7pp |
| Employer contribution / active EE | $2,821 | $5,243-46.2% | $4,856-41.9% | $4,751-40.6% |
| Participant deferral / active EE | $8,202 | $8,100+1.3% | $7,758+5.7% | $6,710+22.2% |
| Admin fee / account holder | $78 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |