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 | $36,468 | $148,534-75.4% | $135,903-73.2% | $139,434-73.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,715 | $5,243-48.2% | $4,856-44.1% | $4,751-42.9% |
| Participant deferral / active EE | $6,763 | $8,100-16.5% | $7,758-12.8% | $6,710+0.8% |
| Admin fee / account holder | $194 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |