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 3-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 | $49,869 | $159,602-68.8% | $150,045-66.8% | $142,382-65.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 46.41% | 70.24%-23.8pp | 62.55%-16.1pp | 217.08%-170.7pp |
| Employer contribution / active EE | $6,014 | $4,961+21.2% | $4,693+28.2% | $4,299+39.9% |
| Participant deferral / active EE | $12,277 | $8,310+47.7% | $7,997+53.5% | $6,507+88.7% |
| Admin fee / account holder | $66 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |