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 | $27,465 | $111,754-75.4% | $103,333-73.4% | $145,922-81.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.21% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,458 | $4,212-41.6% | $3,868-36.4% | $4,660-47.2% |
| Participant deferral / active EE | $4,458 | $5,619-20.6% | $5,057-11.8% | $6,688-33.3% |
| Admin fee / account holder | $36 | $9,750-99.6% | $8,355-99.6% | $13,397-99.7% |