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 | $22,959 | $159,602-85.6% | $150,045-84.7% | $142,382-83.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 68.77% | 70.24%-1.5pp | 62.55%+6.2pp | 217.08%-148.3pp |
| Employer contribution / active EE | $2,921 | $4,961-41.1% | $4,693-37.8% | $4,299-32.0% |
| Participant deferral / active EE | $8,974 | $8,310+8.0% | $7,997+12.2% | $6,507+37.9% |
| Admin fee / account holder | $43 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |