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 | $32,343 | $117,983-72.6% | $101,794-68.2% | $142,382-77.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 17.34% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,531 | $2,773+27.3% | $2,289+54.3% | $4,299-17.9% |
| Participant deferral / active EE | $10,906 | $4,714+131.4% | $4,084+167.0% | $6,507+67.6% |
| Admin fee / account holder | $169 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |