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 | $17,622 | $110,261-84.0% | $95,745-81.6% | $139,434-87.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.24% | 27.11%-9.9pp | 28.35%-11.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,868 | $3,257-11.9% | $2,835+1.2% | $4,751-39.6% |
| Participant deferral / active EE | $7,021 | $4,676+50.2% | $4,245+65.4% | $6,710+4.6% |
| Admin fee / account holder | $98 | $6,613-98.5% | $5,678-98.3% | $11,403-99.1% |