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 | $16,283 | $190,805-91.5% | $159,960-89.8% | $134,475-87.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,665 | $4,995-6.6% | $4,226+10.4% | $4,740-1.6% |
| Participant deferral / active EE | $11,937 | $6,923+72.4% | $6,182+93.1% | $6,400+86.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |