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 | $57,956 | $177,572-67.4% | $154,803-62.6% | $142,382-59.3% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 20.41% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $5,677 | $4,810+18.0% | $4,305+31.9% | $4,299+32.0% |
| Participant deferral / active EE | $14,354 | $6,272+128.9% | $5,540+159.1% | $6,507+120.6% |
| Admin fee / account holder | $69 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |