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 3-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 | $27,542 | $112,729-75.6% | $98,716-72.1% | $137,256-79.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 26.74% | 38.48%-11.7pp | 31.81%-5.1pp | 220.34%-193.6pp |
| Employer contribution / active EE | $1,208 | $2,725-55.7% | $2,279-47.0% | $4,156-70.9% |
| Participant deferral / active EE | $10,895 | $4,640+134.8% | $4,048+169.2% | $6,407+70.1% |
| Admin fee / account holder | $239 | $10,129-97.6% | $8,703-97.3% | $12,270-98.1% |