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 | $50,081 | $100,773-50.3% | $88,946-43.7% | $142,382-64.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 15.93% | 70.18%-54.3pp | 57.82%-41.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,996 | $2,918-31.6% | $2,555-21.9% | $4,299-53.6% |
| Participant deferral / active EE | $2,285 | $5,230-56.3% | $4,581-50.1% | $6,507-64.9% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |