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 | $19,897 | $177,572-88.8% | $154,803-87.1% | $142,382-86.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.73% | 65.07%-38.3pp | 58.88%-32.2pp | 217.08%-190.3pp |
| Employer contribution / active EE | $2,503 | $4,810-48.0% | $4,305-41.9% | $4,299-41.8% |
| Participant deferral / active EE | $3,003 | $6,272-52.1% | $5,540-45.8% | $6,507-53.9% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |