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 | $41,884 | $74,888-44.1% | $71,209-41.2% | $142,382-70.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 21.62% | 345.14%-323.5pp | 282.51%-260.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,053 | $2,854+42.0% | $2,721+48.9% | $4,299-5.7% |
| Participant deferral / active EE | $5,629 | $4,454+26.4% | $4,175+34.8% | $6,507-13.5% |
| Admin fee / account holder | $14 | $5,568-99.8% | $5,349-99.7% | $12,624-99.9% |