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 3-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 | $32,944 | $100,970-67.4% | $96,576-65.9% | $137,256-76.0% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 24.44% | 38.16%-13.7pp | 38.47%-14.0pp | 220.34%-195.9pp |
| Employer contribution / active EE | $5,518 | $3,809+44.9% | $3,553+55.3% | $4,156+32.8% |
| Participant deferral / active EE | $10,342 | $8,286+24.8% | $7,956+30.0% | $6,407+61.4% |
| Admin fee / account holder | $68 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |