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 | $31,663 | $127,065-75.1% | $113,168-72.0% | $142,382-77.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.92% | 24.03%-3.1pp | 24.27%-3.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,652 | $3,442+6.1% | $2,975+22.7% | $4,299-15.1% |
| Participant deferral / active EE | $6,732 | $5,716+17.8% | $5,107+31.8% | $6,507+3.5% |
| Admin fee / account holder | $32 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |