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 8-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 | $74,890 | $172,111-56.5% | $150,298-50.2% | $137,256-45.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.43% | 69.37%-49.9pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $4,418 | $4,636-4.7% | $4,154+6.3% | $4,156+6.3% |
| Participant deferral / active EE | $13,120 | $6,166+112.8% | $5,453+140.6% | $6,407+104.8% |
| Admin fee / account holder | $145 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |