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 | $103,409 | $178,174-42.0% | $156,181-33.8% | $137,256-24.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 20.87% | 84.19%-63.3pp | 64.87%-44.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,591 | $4,972-47.9% | $4,294-39.7% | $4,156-37.7% |
| Participant deferral / active EE | $16,430 | $6,888+138.5% | $6,132+167.9% | $6,407+156.4% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |