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 | $13,618 | $177,572-92.3% | $154,803-91.2% | $142,382-90.4% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 19.50% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,032 | $4,810-78.5% | $4,305-76.0% | $4,299-76.0% |
| Participant deferral / active EE | $2,075 | $6,272-66.9% | $5,540-62.6% | $6,507-68.1% |
| Admin fee / account holder | $221 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |