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 | $34,925 | $179,726-80.6% | $156,263-77.6% | $142,382-75.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.90% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,988 | $5,069-41.1% | $4,333-31.0% | $4,299-30.5% |
| Participant deferral / active EE | $8,535 | $6,956+22.7% | $6,158+38.6% | $6,507+31.2% |
| Admin fee / account holder | $227 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |