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 | $88,123 | $150,197-41.3% | $120,368-26.8% | $145,959-39.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.68% | 154.26%-140.6pp | 107.26%-93.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $22,233 | $4,350+411.0% | $3,465+541.7% | $4,661+377.0% |
| Participant deferral / active EE | $2,531 | $6,174-59.0% | $4,991-49.3% | $6,689-62.2% |
| Admin fee / account holder | $20 | $12,216-99.8% | $9,429-99.8% | $13,398-99.9% |