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 | $71,754 | $88,710-19.1% | $81,783-12.3% | $145,959-50.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.00% | 1027.26%-1006.3pp | 775.05%-754.1pp | 561.95%-540.9pp |
| Employer contribution / active EE | $3,705 | $3,083+20.2% | $2,913+27.2% | $4,661-20.5% |
| Participant deferral / active EE | $1,749 | $4,645-62.4% | $4,320-59.5% | $6,689-73.9% |
| Admin fee / account holder | $282 | $8,407-96.6% | $7,380-96.2% | $13,398-97.9% |