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 | $44,892 | $93,571-52.0% | $135,903-67.0% | $75,163-40.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 106.22% | 30.90%+75.3pp | 68.23%+38.0pp | 160.62%-54.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $12,095 | $6,404+88.9% | $7,758+55.9% | $4,125+193.2% |
| Admin fee / account holder | $132 | $6,975-98.1% | $10,762-98.8% | $5,651-97.7% |