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 | $50,516 | $159,602-68.3% | $150,045-66.3% | $142,382-64.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.86% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,777 | $4,961-44.0% | $4,693-40.8% | $4,299-35.4% |
| Participant deferral / active EE | $5,778 | $8,310-30.5% | $7,997-27.7% | $6,507-11.2% |
| Admin fee / account holder | $53 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |