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 | $29,533 | $126,574-76.7% | $106,213-72.2% | $145,922-79.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.60% | 224.79%-210.2pp | 116.14%-101.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,485 | $3,730-60.2% | $3,171-53.2% | $4,660-68.1% |
| Participant deferral / active EE | $3,973 | $5,724-30.6% | $5,016-20.8% | $6,688-40.6% |
| Admin fee / account holder | $273 | $17,304-98.4% | $11,033-97.5% | $13,397-98.0% |