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 3-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 | $59,642 | $108,919-45.2% | $100,391-40.6% | $145,922-59.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.88% | 57.88%-40.0pp | 49.20%-31.3pp | 561.29%-543.4pp |
| Employer contribution / active EE | $7,781 | $4,419+76.1% | $3,942+97.4% | $4,660+67.0% |
| Participant deferral / active EE | $8,969 | $8,445+6.2% | $8,082+11.0% | $6,688+34.1% |
| Admin fee / account holder | $78 | $9,689-99.2% | $7,899-99.0% | $13,397-99.4% |