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 | $122,965 | $214,378-42.6% | $200,582-38.7% | $142,382-13.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.28% | 46.41%-27.1pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,560 | $6,841-33.3% | $6,419-29.0% | $4,299+6.1% |
| Participant deferral / active EE | $22,088 | $9,865+123.9% | $9,331+136.7% | $6,507+239.4% |
| Admin fee / account holder | $188 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |