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 | $28,160 | $159,602-82.4% | $150,045-81.2% | $142,382-80.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.43% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,533 | $4,961-48.9% | $4,693-46.0% | $4,299-41.1% |
| Participant deferral / active EE | $6,672 | $8,310-19.7% | $7,997-16.6% | $6,507+2.5% |
| Admin fee / account holder | $142 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |