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 | $78,018 | $110,261-29.2% | $95,745-18.5% | $139,434-44.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.50% | 27.11%-12.6pp | 28.35%-13.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $27,877 | $3,257+755.8% | $2,835+883.5% | $4,751+486.8% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,245-100.0% | $6,710-100.0% |
| Admin fee / account holder | $93 | $6,613-98.6% | $5,678-98.4% | $11,403-99.2% |