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 6-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 | $53,921 | $154,228-65.0% | $145,433-62.9% | $137,256-60.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.83% | 74.59%-54.8pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $4,108 | $4,804-14.5% | $4,554-9.8% | $4,156-1.2% |
| Participant deferral / active EE | $4,418 | $8,216-46.2% | $7,897-44.1% | $6,407-31.0% |
| Admin fee / account holder | $234 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |