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 | $22,567 | $177,572-87.3% | $154,803-85.4% | $142,382-84.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 32.04% | 65.07%-33.0pp | 58.88%-26.8pp | 217.08%-185.0pp |
| Employer contribution / active EE | $1,348 | $4,810-72.0% | $4,305-68.7% | $4,299-68.6% |
| Participant deferral / active EE | $5,673 | $6,272-9.5% | $5,540+2.4% | $6,507-12.8% |
| Admin fee / account holder | $133 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |