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 3-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 | $35,193 | $106,584-67.0% | $101,326-65.3% | $142,382-75.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 24.12% | 36.93%-12.8pp | 36.82%-12.7pp | 217.08%-193.0pp |
| Employer contribution / active EE | $6,098 | $3,956+54.1% | $3,665+66.4% | $4,299+41.8% |
| Participant deferral / active EE | $10,372 | $8,297+25.0% | $7,994+29.7% | $6,507+59.4% |
| Admin fee / account holder | $84 | $11,446-99.3% | $11,185-99.3% | $12,624-99.3% |