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 | $29,746 | $210,648-85.9% | $177,989-83.3% | $145,922-79.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.91% | 385.86%-369.9pp | 294.48%-278.6pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,451 | $4,565-46.3% | $3,949-37.9% | $4,660-47.4% |
| Participant deferral / active EE | $4,927 | $6,958-29.2% | $6,276-21.5% | $6,688-26.3% |
| Admin fee / account holder | $47 | $12,013-99.6% | $10,363-99.5% | $13,397-99.6% |