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 | $35,143 | $159,602-78.0% | $150,045-76.6% | $142,382-75.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 23.91% | 70.24%-46.3pp | 62.55%-38.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $7,659 | $4,961+54.4% | $4,693+63.2% | $4,299+78.1% |
| Participant deferral / active EE | $9,336 | $8,310+12.3% | $7,997+16.7% | $6,507+43.5% |
| Admin fee / account holder | $91 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |