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 | $39,847 | $172,111-76.8% | $150,298-73.5% | $137,256-71.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.20% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,597 | $4,636-65.5% | $4,154-61.5% | $4,156-61.6% |
| Participant deferral / active EE | $3,583 | $6,166-41.9% | $5,453-34.3% | $6,407-44.1% |
| Admin fee / account holder | $291 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |