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 | $45,321 | $70,606-35.8% | $53,898-15.9% | $142,382-68.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.31% | 619.81%-602.5pp | 528.60%-511.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,294 | $1,202+257.2% | $932+360.6% | $4,299-0.1% |
| Participant deferral / active EE | $15,500 | $2,364+555.7% | $1,826+748.7% | $6,507+138.2% |
| Admin fee / account holder | $262 | $2,852-90.8% | $2,491-89.5% | $12,624-97.9% |