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 6-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 | $41,568 | $106,584-61.0% | $101,326-59.0% | $142,382-70.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.30% | 36.93%-16.6pp | 36.82%-16.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,608 | $3,956-8.8% | $3,665-1.6% | $4,299-16.1% |
| Participant deferral / active EE | $9,125 | $8,297+10.0% | $7,994+14.1% | $6,507+40.2% |
| Admin fee / account holder | $94 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |