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 6-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 | $65,137 | $167,307-61.1% | $143,757-54.7% | $134,475-51.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 89.45% | 0.46%+89.0pp | -0.04%+89.5pp | 417.96%-328.5pp |
| Employer contribution / active EE | $5,619 | $5,6190% | $4,951+13.5% | $4,740+18.6% |
| Participant deferral / active EE | $6,385 | $6,446-0.9% | $5,637+13.3% | $6,400-0.2% |
| Admin fee / account holder | $226 | $18,088-98.7% | $14,673-98.5% | $11,426-98.0% |