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 | $51,475 | $175,202-70.6% | $149,673-65.6% | $139,434-63.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.78% | 166.71%-143.9pp | 134.42%-111.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $3,594 | $5,474-34.3% | $4,818-25.4% | $4,751-24.3% |
| Participant deferral / active EE | $10,383 | $6,519+59.3% | $5,680+82.8% | $6,710+54.7% |
| Admin fee / account holder | $183 | $16,150-98.9% | $13,210-98.6% | $11,403-98.4% |