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 | $59,250 | $117,983-49.8% | $101,794-41.8% | $142,382-58.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 27.87% | 36.92%-9.1pp | 30.53%-2.7pp | 217.08%-189.2pp |
| Employer contribution / active EE | $2,358 | $2,773-15.0% | $2,289+3.0% | $4,299-45.2% |
| Participant deferral / active EE | $12,056 | $4,714+155.8% | $4,084+195.2% | $6,507+85.3% |
| Admin fee / account holder | $102 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |