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 9-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 | $23,738 | $175,202-86.5% | $149,673-84.1% | $139,434-83.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.83% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $5,175 | $5,474-5.5% | $4,818+7.4% | $4,751+8.9% |
| Participant deferral / active EE | $3,109 | $6,519-52.3% | $5,680-45.3% | $6,710-53.7% |
| Admin fee / account holder | $62 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |