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 | $26,297 | $102,245-74.3% | $89,340-70.6% | $137,256-80.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.08% | 21.89%+0.2pp | 20.57%+1.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,693 | $2,529+6.5% | $2,231+20.7% | $4,156-35.2% |
| Participant deferral / active EE | $3,254 | $4,436-26.7% | $3,823-14.9% | $6,407-49.2% |
| Admin fee / account holder | $57 | $8,085-99.3% | $6,704-99.1% | $12,270-99.5% |