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 | $28,868 | $104,974-72.5% | $95,585-69.8% | $142,382-79.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 34.56% | 210.33%-175.8pp | 38.56%-4.0pp | 217.08%-182.5pp |
| Employer contribution / active EE | $2,817 | $2,779+1.4% | $2,527+11.5% | $4,299-34.5% |
| Participant deferral / active EE | $5,553 | $4,352+27.6% | $4,023+38.0% | $6,507-14.7% |
| Admin fee / account holder | $38 | $6,386-99.4% | $6,127-99.4% | $12,624-99.7% |