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 5-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 | $55,962 | $117,983-52.6% | $101,794-45.0% | $142,382-60.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.75% | 36.92%-15.2pp | 30.53%-8.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $4,588 | $2,773+65.5% | $2,289+100.5% | $4,299+6.7% |
| Participant deferral / active EE | $8,448 | $4,714+79.2% | $4,084+106.9% | $6,507+29.8% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |