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 | $35,590 | $183,519-80.6% | $155,509-77.1% | $145,922-75.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.42% | 61.17%-47.7pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,003 | $5,313-62.3% | $4,672-57.1% | $4,660-57.0% |
| Participant deferral / active EE | $5,316 | $6,462-17.7% | $5,626-5.5% | $6,688-20.5% |
| Admin fee / account holder | $149 | $19,313-99.2% | $15,912-99.1% | $13,397-98.9% |