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 | $59,540 | $114,381-47.9% | $107,525-44.6% | $142,382-58.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.68% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,954 | $4,015-1.5% | $3,754+5.3% | $4,299-8.0% |
| Participant deferral / active EE | $14,155 | $5,564+154.4% | $5,116+176.7% | $6,507+117.5% |
| Admin fee / account holder | $49 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |