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 7-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 | $55,945 | $179,726-68.9% | $156,263-64.2% | $142,382-60.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.21% | 77.86%-65.6pp | 59.47%-47.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,616 | $5,069-48.4% | $4,333-39.6% | $4,299-39.2% |
| Participant deferral / active EE | $5,139 | $6,956-26.1% | $6,158-16.5% | $6,507-21.0% |
| Admin fee / account holder | $203 | $17,272-98.8% | $14,255-98.6% | $12,624-98.4% |