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 | $58,843 | $99,877-41.1% | $84,966-30.7% | $145,922-59.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.84% | 83.76%-70.9pp | 66.38%-53.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $447 | $3,231-86.2% | $2,727-83.6% | $4,660-90.4% |
| Participant deferral / active EE | $3,661 | $5,291-30.8% | $4,519-19.0% | $6,688-45.3% |
| Admin fee / account holder | $88 | $7,248-98.8% | $6,149-98.6% | $13,397-99.3% |