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 | $39,778 | $106,584-62.7% | $101,326-60.7% | $142,382-72.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 26.21% | 36.93%-10.7pp | 36.82%-10.6pp | 217.08%-190.9pp |
| Employer contribution / active EE | $4,893 | $3,956+23.7% | $3,665+33.5% | $4,299+13.8% |
| Participant deferral / active EE | $9,808 | $8,297+18.2% | $7,994+22.7% | $6,507+50.7% |
| Admin fee / account holder | $80 | $11,446-99.3% | $11,185-99.3% | $12,624-99.4% |