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 | $16,896 | $177,572-90.5% | $154,803-89.1% | $142,382-88.1% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 20.11% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,501 | $4,810-68.8% | $4,305-65.1% | $4,299-65.1% |
| Participant deferral / active EE | $4,966 | $6,272-20.8% | $5,540-10.4% | $6,507-23.7% |
| Admin fee / account holder | $275 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |