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 10-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 | $19,917 | $159,602-87.5% | $150,045-86.7% | $142,382-86.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.10% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,503 | $4,961-29.4% | $4,693-25.4% | $4,299-18.5% |
| Participant deferral / active EE | $5,358 | $8,310-35.5% | $7,997-33.0% | $6,507-17.7% |
| Admin fee / account holder | $152 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |