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 | $28,998 | $175,202-83.4% | $149,673-80.6% | $139,434-79.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.06% | 166.71%-149.7pp | 134.42%-117.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $4,310 | $5,474-21.3% | $4,818-10.5% | $4,751-9.3% |
| Participant deferral / active EE | $3,112 | $6,519-52.3% | $5,680-45.2% | $6,710-53.6% |
| Admin fee / account holder | $27 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |