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 | $17,100 | $172,111-90.1% | $150,298-88.6% | $137,256-87.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 22.61% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,470 | $4,636-46.7% | $4,154-40.5% | $4,156-40.6% |
| Participant deferral / active EE | $3,880 | $6,166-37.1% | $5,453-28.8% | $6,407-39.4% |
| Admin fee / account holder | $44 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |