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 | $26,582 | $148,534-82.1% | $135,903-80.4% | $139,434-80.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.79% | 79.19%-39.4pp | 68.23%-28.4pp | 372.94%-333.1pp |
| Employer contribution / active EE | $2,732 | $5,243-47.9% | $4,856-43.7% | $4,751-42.5% |
| Participant deferral / active EE | $13,196 | $8,100+62.9% | $7,758+70.1% | $6,710+96.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |