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 | $53,469 | $159,602-66.5% | $150,045-64.4% | $142,382-62.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 40.76% | 70.24%-29.5pp | 62.55%-21.8pp | 217.08%-176.3pp |
| Employer contribution / active EE | $3,845 | $4,961-22.5% | $4,693-18.1% | $4,299-10.6% |
| Participant deferral / active EE | $8,741 | $8,310+5.2% | $7,997+9.3% | $6,507+34.3% |
| Admin fee / account holder | $88 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |