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 | $42,254 | $127,065-66.7% | $113,168-62.7% | $142,382-70.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.16% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $881 | $3,442-74.4% | $2,975-70.4% | $4,299-79.5% |
| Participant deferral / active EE | $2,077 | $5,716-63.7% | $5,107-59.3% | $6,507-68.1% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |