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 | $24,742 | $159,602-84.5% | $150,045-83.5% | $142,382-82.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 27.92% | 70.24%-42.3pp | 62.55%-34.6pp | 217.08%-189.2pp |
| Employer contribution / active EE | $2,239 | $4,961-54.9% | $4,693-52.3% | $4,299-47.9% |
| Participant deferral / active EE | $6,837 | $8,310-17.7% | $7,997-14.5% | $6,507+5.1% |
| Admin fee / account holder | $38 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |