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 | $15,727 | $114,381-86.3% | $107,525-85.4% | $142,382-89.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.25% | 242.71%-217.5pp | 181.32%-156.1pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,875 | $4,015-53.3% | $3,754-50.0% | $4,299-56.4% |
| Participant deferral / active EE | $2,867 | $5,564-48.5% | $5,116-44.0% | $6,507-55.9% |
| Admin fee / account holder | $2 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |