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 | $57,186 | $175,202-67.4% | $149,673-61.8% | $139,434-59.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.48% | 166.71%-144.2pp | 134.42%-111.9pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,152 | $5,474-79.0% | $4,818-76.1% | $4,751-75.8% |
| Participant deferral / active EE | $19,160 | $6,519+193.9% | $5,680+237.3% | $6,710+185.5% |
| Admin fee / account holder | $74 | $16,150-99.5% | $13,210-99.4% | $11,403-99.4% |