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 | $21,214 | $67,823-68.7% | $52,425-59.5% | $137,256-84.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.29% | 219.11%-196.8pp | 302.12%-279.8pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,394 | $1,163+105.8% | $914+161.8% | $4,156-42.4% |
| Participant deferral / active EE | $5,809 | $2,288+153.9% | $1,790+224.4% | $6,407-9.3% |
| Admin fee / account holder | $43 | $2,844-98.5% | $2,495-98.3% | $12,270-99.6% |