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 7-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 | $44,145 | $129,942-66.0% | $104,294-57.7% | $134,475-67.2% |
| Participation rate | 90.5% | 79.5%+11.0pp | 73.3%+17.2pp | 81.2%+9.3pp |
| Annual return | 4.73% | 42.03%-37.3pp | 24.61%-19.9pp | 417.96%-413.2pp |
| Employer contribution / active EE | $2,439 | $4,184-41.7% | $3,372-27.7% | $4,740-48.5% |
| Participant deferral / active EE | $5,036 | $5,588-9.9% | $4,625+8.9% | $6,400-21.3% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |