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 | $22,321 | $74,888-70.2% | $71,209-68.7% | $142,382-84.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.48% | 345.14%-322.7pp | 282.51%-260.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,643 | $2,854+27.6% | $2,721+33.9% | $4,299-15.3% |
| Participant deferral / active EE | $3,034 | $4,454-31.9% | $4,175-27.3% | $6,507-53.4% |
| Admin fee / account holder | $92 | $5,568-98.3% | $5,349-98.3% | $12,624-99.3% |