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 5-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 | $80,118 | $100,773-20.5% | $88,946-9.9% | $142,382-43.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.23% | 70.18%-43.9pp | 57.82%-31.6pp | 217.08%-190.8pp |
| Employer contribution / active EE | $7,505 | $2,918+157.2% | $2,555+193.7% | $4,299+74.6% |
| Participant deferral / active EE | $6,501 | $5,230+24.3% | $4,581+41.9% | $6,507-0.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |