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 | $20,644 | $227,553-90.9% | $189,557-89.1% | $167,490-87.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 25.68% | 78.40%-52.7pp | 64.17%-38.5pp | 478.56%-452.9pp |
| Employer contribution / active EE | $1,578 | $5,316-70.3% | $4,412-64.2% | $4,837-67.4% |
| Participant deferral / active EE | $10,272 | $7,002+46.7% | $6,174+66.4% | $6,341+62.0% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |