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 6-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 | $48,201 | $95,266-49.4% | $82,389-41.5% | $142,382-66.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 20.34% | 25.74%-5.4pp | 28.67%-8.3pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,311 | $2,991+44.1% | $2,517+71.3% | $4,299+0.3% |
| Participant deferral / active EE | $7,174 | $4,809+49.2% | $4,155+72.7% | $6,507+10.3% |
| Admin fee / account holder | $110 | $8,563-98.7% | $7,231-98.5% | $12,624-99.1% |