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 4-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 | $68,923 | $138,044-50.1% | $125,339-45.0% | $134,475-48.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.19% | 750.33%-752.5pp | 572.05%-574.2pp | 417.96%-420.2pp |
| Employer contribution / active EE | $1,166 | $5,243-77.8% | $4,814-75.8% | $4,740-75.4% |
| Participant deferral / active EE | $12,467 | $7,799+59.9% | $7,446+67.4% | $6,400+94.8% |
| Admin fee / account holder | $119 | $11,571-99.0% | $10,010-98.8% | $11,426-99.0% |