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 | $57,687 | $117,983-51.1% | $101,794-43.3% | $142,382-59.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.55% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,597 | $2,773-42.4% | $2,289-30.2% | $4,299-62.8% |
| Participant deferral / active EE | $5,696 | $4,714+20.8% | $4,084+39.5% | $6,507-12.5% |
| Admin fee / account holder | $68 | $10,433-99.3% | $8,777-99.2% | $12,624-99.5% |