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 | $35,115 | $183,519-80.9% | $155,509-77.4% | $145,922-75.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.34% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-543.9pp |
| Employer contribution / active EE | $10,774 | $5,313+102.8% | $4,672+130.6% | $4,660+131.2% |
| Participant deferral / active EE | $14,607 | $6,462+126.0% | $5,626+159.6% | $6,688+118.4% |
| Admin fee / account holder | $192 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |