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 | $100,970-60.6% | $96,576-58.8% | $137,256-71.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 26.21% | 38.16%-12.0pp | 38.47%-12.3pp | 220.34%-194.1pp |
| Employer contribution / active EE | $4,893 | $3,809+28.4% | $3,553+37.7% | $4,156+17.7% |
| Participant deferral / active EE | $9,808 | $8,286+18.4% | $7,956+23.3% | $6,407+53.1% |
| Admin fee / account holder | $80 | $11,312-99.3% | $11,381-99.3% | $12,270-99.4% |