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 | $37,760 | $88,710-57.4% | $81,783-53.8% | $145,959-74.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.53% | 1027.26%-1016.7pp | 775.05%-764.5pp | 561.95%-551.4pp |
| Employer contribution / active EE | $2,968 | $3,083-3.8% | $2,913+1.9% | $4,661-36.3% |
| Participant deferral / active EE | $2,968 | $4,645-36.1% | $4,320-31.3% | $6,689-55.6% |
| Admin fee / account holder | $38 | $8,407-99.5% | $7,380-99.5% | $13,398-99.7% |