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 | $24,028 | $177,572-86.5% | $154,803-84.5% | $142,382-83.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.70% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,759 | $4,810-63.4% | $4,305-59.1% | $4,299-59.1% |
| Participant deferral / active EE | $2,117 | $6,272-66.3% | $5,540-61.8% | $6,507-67.5% |
| Admin fee / account holder | $111 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |