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 9-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 | $28,842 | $72,277-60.1% | $101,248-71.5% | $79,858-63.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.55% | 22.30%-4.7pp | 46.47%-28.9pp | 31.71%-14.2pp |
| Employer contribution / active EE | $5,642 | $2,692+109.6% | $3,660+54.2% | $2,471+128.3% |
| Participant deferral / active EE | $3,222 | $3,282-1.8% | $4,370-26.3% | $3,740-13.9% |
| Admin fee / account holder | $7 | $4,400-99.8% | $5,945-99.9% | $5,306-99.9% |