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 | $16,485 | $99,877-83.5% | $84,966-80.6% | $145,922-88.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.49% | 83.76%-70.3pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,882 | $3,231-41.8% | $2,727-31.0% | $4,660-59.6% |
| Participant deferral / active EE | $2,718 | $5,291-48.6% | $4,519-39.9% | $6,688-59.4% |
| Admin fee / account holder | $190 | $7,248-97.4% | $6,149-96.9% | $13,397-98.6% |