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 | $21,057 | $202,432-89.6% | $169,368-87.6% | $139,434-84.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.00% | 531.74%-531.7pp | 405.60%-405.6pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,033 | $4,692-14.1% | $4,013+0.5% | $4,751-15.1% |
| Participant deferral / active EE | $15,329 | $6,938+120.9% | $6,221+146.4% | $6,710+128.4% |
| Admin fee / account holder | $181 | $10,708-98.3% | $9,003-98.0% | $11,403-98.4% |