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 3-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 | $27,561 | $167,307-83.5% | $143,757-80.8% | $134,475-79.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 14.08% | 0.46%+13.6pp | -0.04%+14.1pp | 417.96%-403.9pp |
| Employer contribution / active EE | $4,600 | $5,619-18.1% | $4,951-7.1% | $4,740-3.0% |
| Participant deferral / active EE | $18,000 | $6,446+179.3% | $5,637+219.3% | $6,400+181.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |