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 5-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 | $21,299 | $177,572-88.0% | $154,803-86.2% | $142,382-85.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.72% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,280 | $4,810-31.8% | $4,305-23.8% | $4,299-23.7% |
| Participant deferral / active EE | $4,920 | $6,272-21.6% | $5,540-11.2% | $6,507-24.4% |
| Admin fee / account holder | $67 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |