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 5-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 | $27,168 | $109,881-75.3% | $150,045-81.9% | $84,808-68.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 36.96% | 28.25%+8.7pp | 62.55%-25.6pp | 40.90%-3.9pp |
| Employer contribution / active EE | $3,194 | $3,561-10.3% | $4,693-31.9% | $2,631+21.4% |
| Participant deferral / active EE | $7,146 | $6,636+7.7% | $7,997-10.6% | $4,212+69.7% |
| Admin fee / account holder | $28 | $8,568-99.7% | $13,435-99.8% | $7,344-99.6% |