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 | $82,295 | $85,022-3.2% | $70,515+16.7% | $139,434-41.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 24.72% | 30.38%-5.7pp | 32.77%-8.1pp | 372.94%-348.2pp |
| Employer contribution / active EE | $6,086 | $3,909+55.7% | $2,973+104.7% | $4,751+28.1% |
| Participant deferral / active EE | $12,812 | $5,890+117.5% | $4,567+180.5% | $6,710+90.9% |
| Admin fee / account holder | $57 | $8,906-99.4% | $6,412-99.1% | $11,403-99.5% |