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 | $19,907 | $111,754-82.2% | $103,333-80.7% | $145,922-86.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.82% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,116 | $4,212-49.8% | $3,868-45.3% | $4,660-54.6% |
| Participant deferral / active EE | $10,090 | $5,619+79.6% | $5,057+99.5% | $6,688+50.9% |
| Admin fee / account holder | $105 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |