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 | $37,711 | $159,602-76.4% | $150,045-74.9% | $142,382-73.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.10% | 70.24%-46.1pp | 62.55%-38.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,849 | $4,961-42.6% | $4,693-39.3% | $4,299-33.7% |
| Participant deferral / active EE | $23,852 | $8,310+187.0% | $7,997+198.3% | $6,507+266.5% |
| Admin fee / account holder | $74 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |