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 | $80,974 | $214,378-62.2% | $200,582-59.6% | $142,382-43.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.61% | 46.41%-25.8pp | 42.33%-21.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,494 | $6,841-19.7% | $6,419-14.4% | $4,299+27.8% |
| Participant deferral / active EE | $8,783 | $9,865-11.0% | $9,331-5.9% | $6,507+35.0% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |