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 | $155,862 | $114,381+36.3% | $107,525+45.0% | $142,382+9.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.70% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,928 | $4,015-52.0% | $3,754-48.6% | $4,299-55.1% |
| Participant deferral / active EE | $10,690 | $5,564+92.1% | $5,116+109.0% | $6,507+64.3% |
| Admin fee / account holder | $170 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |