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 | $29,226 | $159,602-81.7% | $150,045-80.5% | $142,382-79.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 87.62% | 70.24%+17.4pp | 62.55%+25.1pp | 217.08%-129.5pp |
| Employer contribution / active EE | $4,217 | $4,961-15.0% | $4,693-10.1% | $4,299-1.9% |
| Participant deferral / active EE | $9,379 | $8,310+12.9% | $7,997+17.3% | $6,507+44.1% |
| Admin fee / account holder | $42 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |