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 | $41,201 | $154,228-73.3% | $145,433-71.7% | $137,256-70.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.95% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,558 | $4,804-46.7% | $4,554-43.8% | $4,156-38.4% |
| Participant deferral / active EE | $4,653 | $8,216-43.4% | $7,897-41.1% | $6,407-27.4% |
| Admin fee / account holder | $139 | $14,344-99.0% | $13,129-98.9% | $12,270-98.9% |