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 | $33,933 | $72,071-52.9% | $68,368-50.4% | $137,256-75.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.47% | 353.14%-332.7pp | 292.57%-272.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $5,300 | $2,788+90.1% | $2,649+100.1% | $4,156+27.5% |
| Participant deferral / active EE | $5,211 | $4,410+18.2% | $4,123+26.4% | $6,407-18.7% |
| Admin fee / account holder | $241 | $5,336-95.5% | $5,150-95.3% | $12,270-98.0% |