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 | $32,629 | $106,584-69.4% | $101,326-67.8% | $142,382-77.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.48% | 36.93%-13.4pp | 36.82%-13.3pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,655 | $3,956-32.9% | $3,665-27.6% | $4,299-38.2% |
| Participant deferral / active EE | $3,250 | $8,297-60.8% | $7,994-59.3% | $6,507-50.1% |
| Admin fee / account holder | $61 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |