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 | $21,667 | $183,519-88.2% | $155,509-86.1% | $145,922-85.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 19.83% | 61.17%-41.3pp | 64.67%-44.8pp | 561.29%-541.5pp |
| Employer contribution / active EE | $3,008 | $5,313-43.4% | $4,672-35.6% | $4,660-35.5% |
| Participant deferral / active EE | $3,737 | $6,462-42.2% | $5,626-33.6% | $6,688-44.1% |
| Admin fee / account holder | $179 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |