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 8-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 | $54,400 | $209,411-74.0% | $178,490-69.5% | $158,922-65.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.50% | 188.75%-173.2pp | 151.07%-135.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $10,655 | $5,706+86.7% | $5,011+112.6% | $4,761+123.8% |
| Participant deferral / active EE | $13,539 | $5,954+127.4% | $5,202+160.3% | $5,982+126.3% |
| Admin fee / account holder | $206 | $17,074-98.8% | $13,984-98.5% | $11,246-98.2% |