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 | $18,788 | $133,958-86.0% | $112,228-83.3% | $134,475-86.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 59.05% | 47.11%+11.9pp | 27.45%+31.6pp | 417.96%-358.9pp |
| Employer contribution / active EE | $4,074 | $4,038+0.9% | $3,635+12.1% | $4,740-14.0% |
| Participant deferral / active EE | $7,387 | $5,291+39.6% | $4,728+56.2% | $6,400+15.4% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |