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 | $58,815 | $172,111-65.8% | $150,298-60.9% | $137,256-57.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.73% | 69.37%-51.6pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,836 | $4,636-60.4% | $4,154-55.8% | $4,156-55.8% |
| Participant deferral / active EE | $5,244 | $6,166-15.0% | $5,453-3.8% | $6,407-18.2% |
| Admin fee / account holder | $101 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |