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 | $26,301 | $159,602-83.5% | $150,045-82.5% | $142,382-81.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.86% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,604 | $4,961-47.5% | $4,693-44.5% | $4,299-39.4% |
| Participant deferral / active EE | $5,375 | $8,310-35.3% | $7,997-32.8% | $6,507-17.4% |
| Admin fee / account holder | $147 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |