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 | $106,245 | $185,822-42.8% | $169,993-37.5% | $139,434-23.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,456 | $7,590-67.6% | $6,785-63.8% | $4,751-48.3% |
| Participant deferral / active EE | $7,105 | $11,622-38.9% | $10,408-31.7% | $6,710+5.9% |
| Admin fee / account holder | $25 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |