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 | $12,253 | $111,535-89.0% | $105,223-88.4% | $137,256-91.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 129.52% | 237.85%-108.3pp | 180.65%-51.1pp | 220.34%-90.8pp |
| Employer contribution / active EE | $1,768 | $3,939-55.1% | $3,689-52.1% | $4,156-57.5% |
| Participant deferral / active EE | $4,313 | $5,500-21.6% | $5,072-15.0% | $6,407-32.7% |
| Admin fee / account holder | $35 | $9,721-99.6% | $8,859-99.6% | $12,270-99.7% |