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 | $42,477 | $177,572-76.1% | $154,803-72.6% | $142,382-70.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.34% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,796 | $4,810-41.9% | $4,305-35.1% | $4,299-35.0% |
| Participant deferral / active EE | $5,105 | $6,272-18.6% | $5,540-7.9% | $6,507-21.6% |
| Admin fee / account holder | $52 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |