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 6-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 | $29,256 | $100,773-71.0% | $88,946-67.1% | $142,382-79.5% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 22.17% | 70.18%-48.0pp | 57.82%-35.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,341 | $2,918-19.8% | $2,555-8.4% | $4,299-45.6% |
| Participant deferral / active EE | $5,012 | $5,230-4.2% | $4,581+9.4% | $6,507-23.0% |
| Admin fee / account holder | $65 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |