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 | $58,426 | $111,814-47.7% | $103,374-43.5% | $145,959-60.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.73% | 24.77%-9.0pp | 24.89%-9.2pp | 561.95%-546.2pp |
| Employer contribution / active EE | $3,066 | $4,214-27.2% | $3,869-20.8% | $4,661-34.2% |
| Participant deferral / active EE | $6,149 | $5,618+9.5% | $5,058+21.6% | $6,689-8.1% |
| Admin fee / account holder | $240 | $9,754-97.5% | $8,394-97.1% | $13,398-98.2% |