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 6-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 | $22,351 | $76,407-70.7% | $150,298-85.1% | $82,448-72.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.16% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,899 | $2,614-27.4% | $4,154-54.3% | $2,551-25.6% |
| Participant deferral / active EE | $2,798 | $3,214-13.0% | $5,453-48.7% | $4,139-32.4% |
| Admin fee / account holder | $159 | $6,352-97.5% | $14,116-98.9% | $7,234-97.8% |