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 | $27,579 | $106,584-74.1% | $101,326-72.8% | $142,382-80.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 26.93% | 36.93%-10.0pp | 36.82%-9.9pp | 217.08%-190.1pp |
| Employer contribution / active EE | $5,890 | $3,956+48.9% | $3,665+60.7% | $4,299+37.0% |
| Participant deferral / active EE | $5,890 | $8,297-29.0% | $7,994-26.3% | $6,507-9.5% |
| Admin fee / account holder | $50 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |