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 | $19,601 | $159,901-87.7% | $146,958-86.7% | $145,922-86.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.80% | 98.13%-68.3pp | 418.34%-388.5pp | 561.29%-531.5pp |
| Employer contribution / active EE | $1,483 | $5,286-72.0% | $4,933-69.9% | $4,660-68.2% |
| Participant deferral / active EE | $6,172 | $8,428-26.8% | $8,070-23.5% | $6,688-7.7% |
| Admin fee / account holder | $92 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |