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 | $52,362 | $154,228-66.0% | $145,433-64.0% | $137,256-61.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.21% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $3,753 | $4,804-21.9% | $4,554-17.6% | $4,156-9.7% |
| Participant deferral / active EE | $23,982 | $8,216+191.9% | $7,897+203.7% | $6,407+274.3% |
| Admin fee / account holder | $103 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |