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 | $33,719 | $74,888-55.0% | $71,209-52.6% | $142,382-76.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.41% | 345.14%-322.7pp | 282.51%-260.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,880 | $2,854-34.1% | $2,721-30.9% | $4,299-56.3% |
| Participant deferral / active EE | $9,347 | $4,454+109.8% | $4,175+123.9% | $6,507+43.6% |
| Admin fee / account holder | $53 | $5,568-99.1% | $5,349-99.0% | $12,624-99.6% |