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 | $39,622 | $201,272-80.3% | $184,203-78.5% | $145,922-72.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.10% | 29.00%-6.9pp | 28.81%-6.7pp | 561.29%-539.2pp |
| Employer contribution / active EE | $1,500 | $7,022-78.6% | $6,427-76.7% | $4,660-67.8% |
| Participant deferral / active EE | $15,000 | $9,806+53.0% | $9,131+64.3% | $6,688+124.3% |
| Admin fee / account holder | $177 | $16,364-98.9% | $13,901-98.7% | $13,397-98.7% |