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 | $68,492 | $226,064-69.7% | $182,532-62.5% | $152,861-55.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.17% | 192.51%-167.3pp | 148.54%-123.4pp | 345.32%-320.1pp |
| Employer contribution / active EE | $16,250 | $4,978+226.4% | $4,076+298.7% | $4,762+241.2% |
| Participant deferral / active EE | $25,000 | $6,368+292.6% | $5,524+352.5% | $5,850+327.3% |
| Admin fee / account holder | $15 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |