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 | $63,050 | $183,592-65.7% | $155,567-59.5% | $145,959-56.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.60% | 61.24%-45.6pp | 64.74%-49.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,356 | $5,315-55.7% | $4,674-49.6% | $4,661-49.4% |
| Participant deferral / active EE | $5,046 | $6,464-21.9% | $5,628-10.3% | $6,689-24.6% |
| Admin fee / account holder | $243 | $19,318-98.7% | $15,916-98.5% | $13,398-98.2% |