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 6-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 | $57,855 | $159,602-63.8% | $150,045-61.4% | $142,382-59.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.21% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,511 | $4,961-9.1% | $4,693-3.9% | $4,299+4.9% |
| Participant deferral / active EE | $7,595 | $8,310-8.6% | $7,997-5.0% | $6,507+16.7% |
| Admin fee / account holder | $67 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |