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 | $38,694 | $127,065-69.5% | $113,168-65.8% | $142,382-72.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.64% | 24.03%-3.4pp | 24.27%-3.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,897 | $3,442+13.2% | $2,975+31.0% | $4,299-9.3% |
| Participant deferral / active EE | $5,806 | $5,716+1.6% | $5,107+13.7% | $6,507-10.8% |
| Admin fee / account holder | $52 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |