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 8-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 | $51,628 | $179,726-71.3% | $156,263-67.0% | $142,382-63.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.17% | 77.86%-58.7pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,153 | $5,069-37.8% | $4,333-27.2% | $4,299-26.7% |
| Participant deferral / active EE | $8,928 | $6,956+28.3% | $6,158+45.0% | $6,507+37.2% |
| Admin fee / account holder | $64 | $17,272-99.6% | $14,255-99.5% | $12,624-99.5% |