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 7-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 | $31,693 | $217,402-85.4% | $185,823-82.9% | $167,490-81.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.82% | 148.36%-135.5pp | 122.05%-109.2pp | 478.56%-465.7pp |
| Employer contribution / active EE | $4,848 | $5,873-17.5% | $5,167-6.2% | $4,837+0.2% |
| Participant deferral / active EE | $6,060 | $6,356-4.7% | $5,568+8.8% | $6,341-4.4% |
| Admin fee / account holder | $234 | $19,811-98.8% | $16,237-98.6% | $12,309-98.1% |