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 6-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 | $33,181 | $159,602-79.2% | $150,045-77.9% | $142,382-76.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.43% | 70.24%-40.8pp | 62.55%-33.1pp | 217.08%-187.6pp |
| Employer contribution / active EE | $3,598 | $4,961-27.5% | $4,693-23.3% | $4,299-16.3% |
| Participant deferral / active EE | $6,034 | $8,310-27.4% | $7,997-24.5% | $6,507-7.3% |
| Admin fee / account holder | $48 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |