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 | $24,404 | $112,729-78.4% | $98,716-75.3% | $137,256-82.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 25.40% | 38.48%-13.1pp | 31.81%-6.4pp | 220.34%-194.9pp |
| Employer contribution / active EE | $3,215 | $2,725+18.0% | $2,279+41.1% | $4,156-22.6% |
| Participant deferral / active EE | $5,055 | $4,640+8.9% | $4,048+24.9% | $6,407-21.1% |
| Admin fee / account holder | $112 | $10,129-98.9% | $8,703-98.7% | $12,270-99.1% |