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 5-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 | $30,915 | $159,602-80.6% | $150,045-79.4% | $142,382-78.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.10% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,506 | $4,961-49.5% | $4,693-46.6% | $4,299-41.7% |
| Participant deferral / active EE | $3,730 | $8,310-55.1% | $7,997-53.4% | $6,507-42.7% |
| Admin fee / account holder | $44 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |