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 | $52,949 | $102,317-48.3% | $146,958-64.0% | $80,856-34.5% |
| Participation rate | 78.4% | 75.8%+2.5pp | 82.2%-3.8pp | 67.6%+10.7pp |
| Annual return | 21.63% | 134.76%-113.1pp | 418.34%-396.7pp | 35.59%-14.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,329 | $6,644+100.6% | $8,070+65.2% | $4,296+210.3% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |