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 | $80,636 | $201,272-59.9% | $184,203-56.2% | $145,922-44.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.26% | 29.00%-16.7pp | 28.81%-16.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,360 | $7,022-66.4% | $6,427-63.3% | $4,660-49.4% |
| Participant deferral / active EE | $20,298 | $9,806+107.0% | $9,131+122.3% | $6,688+203.5% |
| Admin fee / account holder | $252 | $16,364-98.5% | $13,901-98.2% | $13,397-98.1% |