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 | $22,022 | $177,572-87.6% | $154,803-85.8% | $142,382-84.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 21.83% | 65.07%-43.2pp | 58.88%-37.1pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,792 | $4,810-42.0% | $4,305-35.1% | $4,299-35.0% |
| Participant deferral / active EE | $4,463 | $6,272-28.8% | $5,540-19.5% | $6,507-31.4% |
| Admin fee / account holder | $32 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |