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 9-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 | $58,394 | $165,335-64.7% | $149,696-61.0% | $158,922-63.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.36% | 348.15%-334.8pp | 276.60%-263.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $6,987 | $5,103+36.9% | $4,644+50.4% | $4,761+46.8% |
| Participant deferral / active EE | $5,753 | $7,181-19.9% | $6,842-15.9% | $5,982-3.8% |
| Admin fee / account holder | $27 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |