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 7-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 | $18,508 | $69,207-73.3% | $64,056-71.1% | $139,434-86.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.57% | 45.88%-26.3pp | 33.69%-14.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,076 | $3,182-34.8% | $2,747-24.4% | $4,751-56.3% |
| Participant deferral / active EE | $3,069 | $4,682-34.5% | $3,880-20.9% | $6,710-54.3% |
| Admin fee / account holder | $23 | $4,244-99.5% | $3,068-99.3% | $11,403-99.8% |