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 | $81,639 | $163,101-49.9% | $136,749-40.3% | $142,382-42.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.06% | 27.54%-4.5pp | 24.33%-1.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $5,346 | $4,117+29.9% | $3,400+57.3% | $4,299+24.3% |
| Participant deferral / active EE | $11,814 | $5,585+111.5% | $4,692+151.8% | $6,507+81.6% |
| Admin fee / account holder | $80 | $14,318-99.4% | $11,386-99.3% | $12,624-99.4% |