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 5-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 | $27,112 | $104,974-74.2% | $95,585-71.6% | $142,382-81.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.25% | 210.33%-190.1pp | 38.56%-18.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,599 | $2,779-42.5% | $2,527-36.7% | $4,299-62.8% |
| Participant deferral / active EE | $6,105 | $4,352+40.3% | $4,023+51.8% | $6,507-6.2% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |