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 | $84,615 | $40,256+110.2% | $57,343+47.6% | $59,632+41.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.86% | 27.49%-25.6pp | 24.39%-22.5pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,110 | $2,399+238.0% | $3,162+156.4% | $3,192+154.1% |
| Admin fee / account holder | $236 | $2,818-91.6% | $3,356-93.0% | $4,297-94.5% |