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 | $19,462 | $114,381-83.0% | $107,525-81.9% | $142,382-86.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.16% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,065 | $4,015-23.7% | $3,754-18.3% | $4,299-28.7% |
| Participant deferral / active EE | $4,616 | $5,564-17.0% | $5,116-9.8% | $6,507-29.1% |
| Admin fee / account holder | $176 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |