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 | $17,726 | $95,266-81.4% | $82,389-78.5% | $142,382-87.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 25.12% | 25.74%-0.6pp | 28.67%-3.5pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,500 | $2,991-49.9% | $2,517-40.4% | $4,299-65.1% |
| Participant deferral / active EE | $2,625 | $4,809-45.4% | $4,155-36.8% | $6,507-59.7% |
| Admin fee / account holder | $62 | $8,563-99.3% | $7,231-99.1% | $12,624-99.5% |