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 | $14,961 | $74,888-80.0% | $71,209-79.0% | $142,382-89.5% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 28.28% | 345.14%-316.9pp | 282.51%-254.2pp | 217.08%-188.8pp |
| Employer contribution / active EE | $2,917 | $2,854+2.2% | $2,721+7.2% | $4,299-32.2% |
| Participant deferral / active EE | $5,612 | $4,454+26.0% | $4,175+34.4% | $6,507-13.8% |
| Admin fee / account holder | $75 | $5,568-98.6% | $5,349-98.6% | $12,624-99.4% |