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 6-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 | $66,655 | $106,515-37.4% | $96,683-31.1% | $139,434-52.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.25% | 38.43%-19.2pp | 35.69%-16.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $6,281 | $4,103+53.1% | $3,737+68.1% | $4,751+32.2% |
| Participant deferral / active EE | $4,370 | $5,454-19.9% | $4,878-10.4% | $6,710-34.9% |
| Admin fee / account holder | $19 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |