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 | $20,463 | $133,958-84.7% | $112,228-81.8% | $134,475-84.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $15,058 | $4,038+272.9% | $3,635+314.3% | $4,740+217.7% |
| Participant deferral / active EE | $6,059 | $5,291+14.5% | $4,728+28.2% | $6,400-5.3% |
| Admin fee / account holder | $205 | $7,489-97.3% | $6,410-96.8% | $11,426-98.2% |