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 | $58,951 | $104,974-43.8% | $95,585-38.3% | $142,382-58.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 26.13% | 210.33%-184.2pp | 38.56%-12.4pp | 217.08%-191.0pp |
| Employer contribution / active EE | $2,736 | $2,779-1.5% | $2,527+8.3% | $4,299-36.4% |
| Participant deferral / active EE | $12,264 | $4,352+181.8% | $4,023+204.9% | $6,507+88.5% |
| Admin fee / account holder | $129 | $6,386-98.0% | $6,127-97.9% | $12,624-99.0% |