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 4-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 | $24,391 | $210,698-88.4% | $178,014-86.3% | $145,959-83.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.97% | 386.27%-373.3pp | 294.80%-281.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $704 | $4,567-84.6% | $3,950-82.2% | $4,661-84.9% |
| Participant deferral / active EE | $4,496 | $6,958-35.4% | $6,276-28.4% | $6,689-32.8% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |