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 | $55,161 | $179,726-69.3% | $156,263-64.7% | $142,382-61.3% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 26.38% | 77.86%-51.5pp | 59.47%-33.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,028 | $5,069-60.0% | $4,333-53.2% | $4,299-52.8% |
| Participant deferral / active EE | $7,630 | $6,956+9.7% | $6,158+23.9% | $6,507+17.2% |
| Admin fee / account holder | $82 | $17,272-99.5% | $14,255-99.4% | $12,624-99.4% |