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 | $12,229 | $100,773-87.9% | $88,946-86.3% | $142,382-91.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.23% | 70.18%-45.9pp | 57.82%-33.6pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,579 | $2,918-45.9% | $2,555-38.2% | $4,299-63.3% |
| Participant deferral / active EE | $2,062 | $5,230-60.6% | $4,581-55.0% | $6,507-68.3% |
| Admin fee / account holder | $45 | $9,693-99.5% | $8,261-99.5% | $12,624-99.6% |