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 | $37,796 | $154,365-75.5% | $130,231-71.0% | $139,434-72.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 11.18% | 30.34%-19.2pp | 38.77%-27.6pp | 372.94%-361.8pp |
| Employer contribution / active EE | $4,836 | $5,170-6.5% | $4,126+17.2% | $4,751+1.8% |
| Participant deferral / active EE | $14,167 | $8,498+66.7% | $6,799+108.4% | $6,710+111.1% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,403-100.0% |