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 | $106,238 | $159,602-33.4% | $150,045-29.2% | $142,382-25.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.72% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,980 | $4,961-60.1% | $4,693-57.8% | $4,299-53.9% |
| Participant deferral / active EE | $6,820 | $8,310-17.9% | $7,997-14.7% | $6,507+4.8% |
| Admin fee / account holder | $231 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |