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 | $53,970 | $172,478-68.7% | $145,661-62.9% | $142,382-62.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 10.65% | 151.09%-140.4pp | 101.46%-90.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $6,938 | $4,899+41.6% | $4,238+63.7% | $4,299+61.4% |
| Participant deferral / active EE | $3,444 | $8,348-58.7% | $7,198-52.2% | $6,507-47.1% |
| Admin fee / account holder | $133 | $16,864-99.2% | $12,466-98.9% | $12,624-98.9% |