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 | $15,316 | $110,261-86.1% | $95,745-84.0% | $139,434-89.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.00% | 27.11%-6.1pp | 28.35%-7.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,657 | $3,257-49.1% | $2,835-41.5% | $4,751-65.1% |
| Participant deferral / active EE | $4,496 | $4,676-3.8% | $4,245+5.9% | $6,710-33.0% |
| Admin fee / account holder | $18 | $6,613-99.7% | $5,678-99.7% | $11,403-99.8% |