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 4-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 | $27,016 | $147,727-81.7% | $115,756-76.7% | $134,475-79.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 73.96%-74.0pp | 143.14%-143.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $7,857 | $4,713+66.7% | $3,793+107.2% | $4,740+65.8% |
| Participant deferral / active EE | $14,039 | $7,563+85.6% | $6,254+124.5% | $6,400+119.4% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,426-100.0% |