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 | $23,971 | $117,983-79.7% | $101,794-76.5% | $142,382-83.2% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 21.61% | 36.92%-15.3pp | 30.53%-8.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,732 | $2,773-1.5% | $2,289+19.4% | $4,299-36.5% |
| Participant deferral / active EE | $5,358 | $4,714+13.7% | $4,084+31.2% | $6,507-17.7% |
| Admin fee / account holder | $41 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |