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 | $94,968 | $159,602-40.5% | $150,045-36.7% | $142,382-33.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.16% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $7,745 | $4,961+56.1% | $4,693+65.0% | $4,299+80.2% |
| Participant deferral / active EE | $20,421 | $8,310+145.7% | $7,997+155.3% | $6,507+213.8% |
| Admin fee / account holder | $184 | $14,846-98.8% | $13,435-98.6% | $12,624-98.5% |