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 | $85,255 | $177,572-52.0% | $154,803-44.9% | $142,382-40.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.76% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $960 | $4,810-80.0% | $4,305-77.7% | $4,299-77.7% |
| Participant deferral / active EE | $16,258 | $6,272+159.2% | $5,540+193.4% | $6,507+149.9% |
| Admin fee / account holder | $174 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |