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 | $39,862 | $127,065-68.6% | $113,168-64.8% | $142,382-72.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.72% | 24.03%-2.3pp | 24.27%-2.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $5,848 | $3,442+69.9% | $2,975+96.6% | $4,299+36.0% |
| Participant deferral / active EE | $11,502 | $5,716+101.2% | $5,107+125.2% | $6,507+76.8% |
| Admin fee / account holder | $294 | $15,736-98.1% | $12,068-97.6% | $12,624-97.7% |