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 | $27,234 | $177,572-84.7% | $154,803-82.4% | $142,382-80.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.93% | 65.07%-42.1pp | 58.88%-36.0pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,280 | $4,810-52.6% | $4,305-47.0% | $4,299-47.0% |
| Participant deferral / active EE | $7,483 | $6,272+19.3% | $5,540+35.1% | $6,507+15.0% |
| Admin fee / account holder | $64 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |