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 | $56,228 | $201,272-72.1% | $184,203-69.5% | $145,922-61.5% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 66.40% | 29.00%+37.4pp | 28.81%+37.6pp | 561.29%-494.9pp |
| Employer contribution / active EE | $2,073 | $7,022-70.5% | $6,427-67.7% | $4,660-55.5% |
| Participant deferral / active EE | $6,362 | $9,806-35.1% | $9,131-30.3% | $6,688-4.9% |
| Admin fee / account holder | $17 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |