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 | $29,274 | $114,381-74.4% | $107,525-72.8% | $142,382-79.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.98% | 242.71%-217.7pp | 181.32%-156.3pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,950 | $4,015-26.5% | $3,754-21.4% | $4,299-31.4% |
| Participant deferral / active EE | $6,662 | $5,564+19.7% | $5,116+30.2% | $6,507+2.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |