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 5-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 | $40,389 | $214,378-81.2% | $200,582-79.9% | $142,382-71.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.20% | 46.41%-22.2pp | 42.33%-18.1pp | 217.08%-192.9pp |
| Employer contribution / active EE | $3,527 | $6,841-48.5% | $6,419-45.1% | $4,299-18.0% |
| Participant deferral / active EE | $12,048 | $9,865+22.1% | $9,331+29.1% | $6,507+85.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |