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 | $27,552 | $159,602-82.7% | $150,045-81.6% | $142,382-80.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 34.62% | 70.24%-35.6pp | 62.55%-27.9pp | 217.08%-182.5pp |
| Employer contribution / active EE | $1,532 | $4,961-69.1% | $4,693-67.4% | $4,299-64.4% |
| Participant deferral / active EE | $4,897 | $8,310-41.1% | $7,997-38.8% | $6,507-24.7% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |