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 8-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 | $54,664 | $167,484-67.4% | $151,611-63.9% | $134,475-59.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 19.12% | 7.80%+11.3pp | 3.33%+15.8pp | 417.96%-398.8pp |
| Employer contribution / active EE | $6,482 | $6,829-5.1% | $6,166+5.1% | $4,740+36.8% |
| Participant deferral / active EE | $3,385 | $8,986-62.3% | $8,363-59.5% | $6,400-47.1% |
| Admin fee / account holder | $17 | $13,783-99.9% | $11,616-99.9% | $11,426-99.8% |