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 | $43,015 | $154,228-72.1% | $145,433-70.4% | $137,256-68.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.37% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,279 | $4,804-31.8% | $4,554-28.0% | $4,156-21.1% |
| Participant deferral / active EE | $8,489 | $8,216+3.3% | $7,897+7.5% | $6,407+32.5% |
| Admin fee / account holder | $72 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |