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 9-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 | $30,858 | $56,053-44.9% | $75,972-59.4% | $80,856-61.8% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 17.62% | 20.53%-2.9pp | 359.55%-341.9pp | 35.59%-18.0pp |
| Employer contribution / active EE | $4,632 | $1,874+147.1% | $2,685+72.5% | $2,755+68.1% |
| Participant deferral / active EE | $1,895 | $3,052-37.9% | $4,255-55.5% | $4,296-55.9% |
| Admin fee / account holder | $170 | $5,234-96.7% | $6,467-97.4% | $6,918-97.5% |