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 | $9,260 | $100,773-90.8% | $88,946-89.6% | $142,382-93.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.72% | 70.18%-44.5pp | 57.82%-32.1pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,879 | $2,918-35.6% | $2,555-26.5% | $4,299-56.3% |
| Participant deferral / active EE | $2,657 | $5,230-49.2% | $4,581-42.0% | $6,507-59.2% |
| Admin fee / account holder | $196 | $9,693-98.0% | $8,261-97.6% | $12,624-98.4% |