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 | $16,956 | $183,519-90.8% | $155,509-89.1% | $145,922-88.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.47% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,330 | $5,313-56.1% | $4,672-50.1% | $4,660-50.0% |
| Participant deferral / active EE | $5,503 | $6,462-14.8% | $5,626-2.2% | $6,688-17.7% |
| Admin fee / account holder | $69 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |