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 5-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 | $47,896 | $185,822-74.2% | $169,993-71.8% | $139,434-65.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.58% | 60.50%-38.9pp | 53.37%-31.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,640 | $7,590-78.4% | $6,785-75.8% | $4,751-65.5% |
| Participant deferral / active EE | $13,173 | $11,622+13.3% | $10,408+26.6% | $6,710+96.3% |
| Admin fee / account holder | $168 | $15,381-98.9% | $12,815-98.7% | $11,403-98.5% |