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 | $51,656 | $228,332-77.4% | $185,823-72.2% | $158,922-67.5% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 115.14% | 40.80%+74.3pp | 35.95%+79.2pp | 302.83%-187.7pp |
| Employer contribution / active EE | $5,099 | $4,967+2.7% | $4,087+24.8% | $4,761+7.1% |
| Participant deferral / active EE | $14,571 | $6,415+127.2% | $5,632+158.7% | $5,982+143.6% |
| Admin fee / account holder | $119 | $11,864-99.0% | $9,500-98.7% | $11,246-98.9% |