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 4-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 | $48,739 | $179,726-72.9% | $156,263-68.8% | $142,382-65.8% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 23.09% | 77.86%-54.8pp | 59.47%-36.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,218 | $5,069-36.5% | $4,333-25.7% | $4,299-25.1% |
| Participant deferral / active EE | $6,207 | $6,956-10.8% | $6,158+0.8% | $6,507-4.6% |
| Admin fee / account holder | $19 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |