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 5-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 | $14,269 | $77,419-81.6% | $69,455-79.5% | $152,861-90.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,303 | $3,315-0.4% | $2,779+18.9% | $4,762-30.6% |
| Participant deferral / active EE | $7,084 | $4,414+60.5% | $3,535+100.4% | $5,850+21.1% |
| Admin fee / account holder | $7 | $6,207-99.9% | $3,839-99.8% | $11,596-99.9% |