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 | $55,417 | $154,228-64.1% | $145,433-61.9% | $137,256-59.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.78% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $8,016 | $4,804+66.9% | $4,554+76.0% | $4,156+92.9% |
| Participant deferral / active EE | $12,324 | $8,216+50.0% | $7,897+56.0% | $6,407+92.4% |
| Admin fee / account holder | $98 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |