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 | $13,096 | $111,535-88.3% | $105,223-87.6% | $137,256-90.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.27% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,125 | $3,939-46.1% | $3,689-42.4% | $4,156-48.9% |
| Participant deferral / active EE | $2,656 | $5,500-51.7% | $5,072-47.6% | $6,407-58.5% |
| Admin fee / account holder | $175 | $9,721-98.2% | $8,859-98.0% | $12,270-98.6% |