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 | $13,107 | $180,749-92.7% | $160,784-91.8% | $137,256-90.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 22.44% | 2234.46%-2212.0pp | 1803.92%-1781.5pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,969 | $4,155-52.6% | $3,733-47.3% | $4,156-52.6% |
| Participant deferral / active EE | $1,969 | $6,844-71.2% | $6,293-68.7% | $6,407-69.3% |
| Admin fee / account holder | $25 | $10,397-99.8% | $9,717-99.7% | $12,270-99.8% |