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 | $50,983 | $214,378-76.2% | $200,582-74.6% | $142,382-64.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 23.36% | 46.41%-23.1pp | 42.33%-19.0pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,885 | $6,841-72.4% | $6,419-70.6% | $4,299-56.2% |
| Participant deferral / active EE | $10,140 | $9,865+2.8% | $9,331+8.7% | $6,507+55.8% |
| Admin fee / account holder | $67 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |