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 | $45,491 | $74,888-39.3% | $71,209-36.1% | $142,382-68.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.12% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $8,394 | $2,854+194.1% | $2,721+208.5% | $4,299+95.2% |
| Participant deferral / active EE | $5,269 | $4,454+18.3% | $4,175+26.2% | $6,507-19.0% |
| Admin fee / account holder | $21 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |