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 | $36,888 | $148,534-75.2% | $135,903-72.9% | $139,434-73.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.17% | 79.19%-59.0pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,353 | $5,243-74.2% | $4,856-72.1% | $4,751-71.5% |
| Participant deferral / active EE | $11,758 | $8,100+45.2% | $7,758+51.6% | $6,710+75.2% |
| Admin fee / account holder | $122 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |