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 | $36,521 | $127,065-71.3% | $113,168-67.7% | $142,382-74.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 24.12% | 24.03%+0.1pp | 24.27%-0.1pp | 217.08%-193.0pp |
| Employer contribution / active EE | $6,953 | $3,442+102.0% | $2,975+133.7% | $4,299+61.7% |
| Participant deferral / active EE | $10,416 | $5,716+82.2% | $5,107+104.0% | $6,507+60.1% |
| Admin fee / account holder | $77 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |