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 5-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 | $26,470 | $62,573-57.7% | $85,682-69.1% | $85,850-69.2% |
| Participation rate | 84.6% | 61.1%+23.5pp | 69.9%+14.8pp | 69.3%+15.3pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,897 | $1,757+8.0% | $2,618-27.6% | $2,565-26.1% |
| Participant deferral / active EE | $5,312 | $2,802+89.5% | $3,923+35.4% | $3,952+34.4% |
| Admin fee / account holder | $0 | $4,640-100.0% | $6,873-100.0% | $6,260-100.0% |