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 | $54,127 | $159,602-66.1% | $150,045-63.9% | $142,382-62.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.94% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,905 | $4,961-41.4% | $4,693-38.1% | $4,299-32.4% |
| Participant deferral / active EE | $12,389 | $8,310+49.1% | $7,997+54.9% | $6,507+90.4% |
| Admin fee / account holder | $108 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |