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 | $40,813 | $148,534-72.5% | $135,903-70.0% | $139,434-70.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.52% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $8,763 | $5,243+67.1% | $4,856+80.4% | $4,751+84.4% |
| Participant deferral / active EE | $5,978 | $8,100-26.2% | $7,758-22.9% | $6,710-10.9% |
| Admin fee / account holder | $225 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |