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 | $37,013 | $85,006-56.5% | $76,190-51.4% | $145,922-74.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 13.55% | 13.11%+0.4pp | 13.78%-0.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $7,567 | $5,265+43.7% | $4,578+65.3% | $4,660+62.4% |
| Participant deferral / active EE | $5,137 | $6,392-19.6% | $5,474-6.2% | $6,688-23.2% |
| Admin fee / account holder | $20 | $5,760-99.7% | $5,123-99.6% | $13,397-99.9% |