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 3-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 | $60,620 | $172,111-64.8% | $150,298-59.7% | $137,256-55.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 43.55% | 69.37%-25.8pp | 62.79%-19.2pp | 220.34%-176.8pp |
| Employer contribution / active EE | $5,815 | $4,636+25.4% | $4,154+40.0% | $4,156+39.9% |
| Participant deferral / active EE | $4,770 | $6,166-22.6% | $5,453-12.5% | $6,407-25.5% |
| Admin fee / account holder | $125 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |