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 | $37,086 | $177,572-79.1% | $154,803-76.0% | $142,382-74.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.21% | 65.07%-34.9pp | 58.88%-28.7pp | 217.08%-186.9pp |
| Employer contribution / active EE | $2,014 | $4,810-58.1% | $4,305-53.2% | $4,299-53.2% |
| Participant deferral / active EE | $7,560 | $6,272+20.5% | $5,540+36.4% | $6,507+16.2% |
| Admin fee / account holder | $28 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |