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 | $54,700 | $169,032-67.6% | $129,207-57.7% | $145,922-62.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.19% | 14330.11%-14314.9pp | 9417.33%-9402.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $821 | $5,537-85.2% | $4,153-80.2% | $4,660-82.4% |
| Participant deferral / active EE | $1,968 | $4,987-60.5% | $4,168-52.8% | $6,688-70.6% |
| Admin fee / account holder | $173 | $9,954-98.3% | $7,715-97.8% | $13,397-98.7% |