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 | $79,334 | $154,228-48.6% | $145,433-45.4% | $137,256-42.2% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 22.13% | 74.59%-52.5pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $4,791 | $4,804-0.3% | $4,554+5.2% | $4,156+15.3% |
| Participant deferral / active EE | $11,672 | $8,216+42.1% | $7,897+47.8% | $6,407+82.2% |
| Admin fee / account holder | $90 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |