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 | $37,893 | $133,922-71.7% | $116,228-67.4% | $142,382-73.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.31% | 147.76%-132.5pp | 90.06%-74.7pp | 217.08%-201.8pp |
| Employer contribution / active EE | $6,234 | $3,446+80.9% | $2,994+108.2% | $4,299+45.0% |
| Participant deferral / active EE | $12,268 | $5,672+116.3% | $4,953+147.7% | $6,507+88.5% |
| Admin fee / account holder | $103 | $14,945-99.3% | $11,989-99.1% | $12,624-99.2% |