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 7-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 | $60,762 | $117,841-48.4% | $102,423-40.7% | $145,922-58.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 18.18% | 31.65%-13.5pp | 29.32%-11.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $4,215 | $3,615+16.6% | $3,023+39.4% | $4,660-9.5% |
| Participant deferral / active EE | $12,390 | $5,731+116.2% | $5,053+145.2% | $6,688+85.3% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |