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 | $60,484 | $172,111-64.9% | $150,298-59.8% | $137,256-55.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.05% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,322 | $4,636-28.3% | $4,154-20.0% | $4,156-20.1% |
| Participant deferral / active EE | $9,369 | $6,166+51.9% | $5,453+71.8% | $6,407+46.2% |
| Admin fee / account holder | $63 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |