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 | $63,472 | $154,228-58.8% | $145,433-56.4% | $137,256-53.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.33% | 74.59%-52.3pp | 66.58%-44.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,650 | $4,804-65.7% | $4,554-63.8% | $4,156-60.3% |
| Participant deferral / active EE | $7,001 | $8,216-14.8% | $7,897-11.4% | $6,407+9.3% |
| Admin fee / account holder | $131 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |