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 | $66,094 | $133,922-50.6% | $116,228-43.1% | $142,382-53.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.34% | 147.76%-129.4pp | 90.06%-71.7pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,086 | $3,446-39.5% | $2,994-30.4% | $4,299-51.5% |
| Participant deferral / active EE | $4,939 | $5,672-12.9% | $4,953-0.3% | $6,507-24.1% |
| Admin fee / account holder | $130 | $14,945-99.1% | $11,989-98.9% | $12,624-99.0% |