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 | $115,210 | $172,111-33.1% | $150,298-23.3% | $137,256-16.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 36.15% | 69.37%-33.2pp | 62.79%-26.6pp | 220.34%-184.2pp |
| Employer contribution / active EE | $25,745 | $4,636+455.3% | $4,154+519.7% | $4,156+519.5% |
| Participant deferral / active EE | $13,032 | $6,166+111.4% | $5,453+139.0% | $6,407+103.4% |
| Admin fee / account holder | $257 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |