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 7-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 | $16,418 | $101,618-83.8% | $93,063-82.4% | $137,256-88.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.60% | 223.95%-206.3pp | 34.15%-16.6pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,497 | $2,707-7.8% | $2,476+0.8% | $4,156-39.9% |
| Participant deferral / active EE | $3,181 | $4,279-25.7% | $3,958-19.6% | $6,407-50.3% |
| Admin fee / account holder | $162 | $6,198-97.4% | $6,033-97.3% | $12,270-98.7% |