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 5-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 | $26,738 | $167,307-84.0% | $143,757-81.4% | $134,475-80.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | 205.14% | 0.46%+204.7pp | -0.04%+205.2pp | 417.96%-212.8pp |
| Employer contribution / active EE | $3,587 | $5,619-36.2% | $4,951-27.5% | $4,740-24.3% |
| Participant deferral / active EE | $6,822 | $6,446+5.8% | $5,637+21.0% | $6,400+6.6% |
| Admin fee / account holder | $100 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |