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 | $100,773-36.8% | $88,946-28.3% | $142,382-55.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.58% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,414 | $2,918-51.5% | $2,555-44.7% | $4,299-67.1% |
| Participant deferral / active EE | $11,764 | $5,230+124.9% | $4,581+156.8% | $6,507+80.8% |
| Admin fee / account holder | $68 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |