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 | $19,978 | $148,534-86.6% | $135,903-85.3% | $139,434-85.7% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 72.53% | 79.19%-6.7pp | 68.23%+4.3pp | 372.94%-300.4pp |
| Employer contribution / active EE | $4,715 | $5,243-10.1% | $4,856-2.9% | $4,751-0.7% |
| Participant deferral / active EE | $9,417 | $8,100+16.3% | $7,758+21.4% | $6,710+40.3% |
| Admin fee / account holder | $17 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |