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 5-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 | $51,672 | $111,754-53.8% | $103,333-50.0% | $145,922-64.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.82% | 24.77%-15.0pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $17,822 | $4,212+323.1% | $3,868+360.8% | $4,660+282.5% |
| Participant deferral / active EE | $9,088 | $5,619+61.7% | $5,057+79.7% | $6,688+35.9% |
| Admin fee / account holder | $38 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |