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 | $41,857 | $159,602-73.8% | $150,045-72.1% | $142,382-70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.11% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,746 | $4,961-44.6% | $4,693-41.5% | $4,299-36.1% |
| Participant deferral / active EE | $15,764 | $8,310+89.7% | $7,997+97.1% | $6,507+142.3% |
| Admin fee / account holder | $291 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |