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 | $63,736 | $97,125-34.4% | $86,233-26.1% | $137,256-53.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.58% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,414 | $2,841-50.2% | $2,504-43.6% | $4,156-66.0% |
| Participant deferral / active EE | $11,764 | $5,180+127.1% | $4,559+158.0% | $6,407+83.6% |
| Admin fee / account holder | $68 | $9,725-99.3% | $8,342-99.2% | $12,270-99.4% |