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 5-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 | $20,625 | $172,111-88.0% | $150,298-86.3% | $137,256-85.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.08% | 69.37%-48.3pp | 62.79%-41.7pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,700 | $4,636-63.3% | $4,154-59.1% | $4,156-59.1% |
| Participant deferral / active EE | $5,782 | $6,166-6.2% | $5,453+6.0% | $6,407-9.8% |
| Admin fee / account holder | $204 | $16,471-98.8% | $14,116-98.6% | $12,270-98.3% |