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 | $15,468 | $172,111-91.0% | $150,298-89.7% | $137,256-88.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 27.78% | 69.37%-41.6pp | 62.79%-35.0pp | 220.34%-192.6pp |
| Employer contribution / active EE | $2,066 | $4,636-55.4% | $4,154-50.3% | $4,156-50.3% |
| Participant deferral / active EE | $8,065 | $6,166+30.8% | $5,453+47.9% | $6,407+25.9% |
| Admin fee / account holder | $77 | $16,471-99.5% | $14,116-99.5% | $12,270-99.4% |