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 3-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 | $34,881 | $74,888-53.4% | $71,209-51.0% | $142,382-75.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.56% | 345.14%-325.6pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,404 | $2,854-50.8% | $2,721-48.4% | $4,299-67.3% |
| Participant deferral / active EE | $8,821 | $4,454+98.0% | $4,175+111.3% | $6,507+35.6% |
| Admin fee / account holder | $130 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |