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 6-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 | $22,488 | $100,773-77.7% | $88,946-74.7% | $142,382-84.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.36% | 70.18%-49.8pp | 57.82%-37.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,840 | $2,918-36.9% | $2,555-28.0% | $4,299-57.2% |
| Participant deferral / active EE | $5,175 | $5,230-1.1% | $4,581+13.0% | $6,507-20.5% |
| Admin fee / account holder | $76 | $9,693-99.2% | $8,261-99.1% | $12,624-99.4% |