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 | $55,670 | $179,726-69.0% | $156,263-64.4% | $142,382-60.9% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 21.65% | 77.86%-56.2pp | 59.47%-37.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $9,732 | $5,069+92.0% | $4,333+124.6% | $4,299+126.4% |
| Participant deferral / active EE | $8,928 | $6,956+28.4% | $6,158+45.0% | $6,507+37.2% |
| Admin fee / account holder | $15 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |