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 | $25,306 | $100,970-74.9% | $96,576-73.8% | $137,256-81.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.42% | 38.16%-19.7pp | 38.47%-20.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $4,897 | $3,809+28.6% | $3,553+37.8% | $4,156+17.8% |
| Participant deferral / active EE | $10,942 | $8,286+32.0% | $7,956+37.5% | $6,407+70.8% |
| Admin fee / account holder | $81 | $11,312-99.3% | $11,381-99.3% | $12,270-99.3% |