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 | $34,322 | $159,602-78.5% | $150,045-77.1% | $142,382-75.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 45.82% | 70.24%-24.4pp | 62.55%-16.7pp | 217.08%-171.3pp |
| Employer contribution / active EE | $3,231 | $4,961-34.9% | $4,693-31.1% | $4,299-24.8% |
| Participant deferral / active EE | $5,656 | $8,310-31.9% | $7,997-29.3% | $6,507-13.1% |
| Admin fee / account holder | $99 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |