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 | $58,513 | $115,708-49.4% | $65,255-10.3% | $139,434-58.0% |
| Participation rate | 90.0% | 67.8%+22.2pp | 65.0%+25.0pp | 80.3%+9.7pp |
| Annual return | 20.41% | 31.19%-10.8pp | 47.35%-26.9pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,363 | $2,599+67.9% | $1,691+158.0% | $4,751-8.2% |
| Participant deferral / active EE | $4,699 | $4,240+10.8% | $2,831+66.0% | $6,710-30.0% |
| Admin fee / account holder | $0 | $6,698-100.0% | $4,112-100.0% | $11,403-100.0% |