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 | $69,911 | $106,584-34.4% | $101,326-31.0% | $142,382-50.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.43% | 36.93%-14.5pp | 36.82%-14.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,599 | $3,956-9.0% | $3,665-1.8% | $4,299-16.3% |
| Participant deferral / active EE | $7,947 | $8,297-4.2% | $7,994-0.6% | $6,507+22.1% |
| Admin fee / account holder | $141 | $11,446-98.8% | $11,185-98.7% | $12,624-98.9% |