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 | $37,019 | $111,754-66.9% | $103,333-64.2% | $145,922-74.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.96% | 24.77%-7.8pp | 24.88%-7.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $4,257 | $4,212+1.1% | $3,868+10.1% | $4,660-8.6% |
| Participant deferral / active EE | $13,317 | $5,619+137.0% | $5,057+163.3% | $6,688+99.1% |
| Admin fee / account holder | $52 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |