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 | $25,353 | $82,286-69.2% | $68,791-63.1% | $134,475-81.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 37.30% | -2.19%+39.5pp | -6.38%+43.7pp | 417.96%-380.7pp |
| Employer contribution / active EE | $11,014 | $3,301+233.7% | $2,655+314.8% | $4,740+132.4% |
| Participant deferral / active EE | $8,634 | $4,739+82.2% | $3,941+119.1% | $6,400+34.9% |
| Admin fee / account holder | $66 | $6,481-99.0% | $4,932-98.7% | $11,426-99.4% |