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 | $15,815 | $106,515-85.2% | $96,683-83.6% | $139,434-88.7% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 30.73% | 38.43%-7.7pp | 35.69%-5.0pp | 372.94%-342.2pp |
| Employer contribution / active EE | $1,666 | $4,103-59.4% | $3,737-55.4% | $4,751-64.9% |
| Participant deferral / active EE | $5,314 | $5,454-2.6% | $4,878+8.9% | $6,710-20.8% |
| Admin fee / account holder | $16 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |