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 | $34,250 | $159,602-78.5% | $150,045-77.2% | $142,382-75.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.84% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $4,878 | $4,961-1.7% | $4,693+3.9% | $4,299+13.5% |
| Participant deferral / active EE | $9,796 | $8,310+17.9% | $7,997+22.5% | $6,507+50.5% |
| Admin fee / account holder | $192 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |