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 | $60,377 | $179,726-66.4% | $156,263-61.4% | $142,382-57.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.60% | 77.86%-57.3pp | 59.47%-38.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,961 | $5,069-61.3% | $4,333-54.7% | $4,299-54.4% |
| Participant deferral / active EE | $7,601 | $6,956+9.3% | $6,158+23.4% | $6,507+16.8% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |