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 | $19,427 | $117,841-83.5% | $102,423-81.0% | $145,922-86.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.87% | 31.65%-19.8pp | 29.32%-17.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,017 | $3,615-44.2% | $3,023-33.3% | $4,660-56.7% |
| Participant deferral / active EE | $5,178 | $5,731-9.6% | $5,053+2.5% | $6,688-22.6% |
| Admin fee / account holder | $142 | $13,326-98.9% | $9,451-98.5% | $13,397-98.9% |