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 | $50,773 | $177,572-71.4% | $154,803-67.2% | $142,382-64.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.76% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $5,334 | $4,810+10.9% | $4,305+23.9% | $4,299+24.1% |
| Participant deferral / active EE | $10,817 | $6,272+72.5% | $5,540+95.2% | $6,507+66.2% |
| Admin fee / account holder | $106 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |