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 | $27,163 | $228,332-88.1% | $185,823-85.4% | $158,922-82.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 62.11% | 40.80%+21.3pp | 35.95%+26.2pp | 302.83%-240.7pp |
| Employer contribution / active EE | $4,520 | $4,967-9.0% | $4,087+10.6% | $4,761-5.1% |
| Participant deferral / active EE | $10,307 | $6,415+60.7% | $5,632+83.0% | $5,982+72.3% |
| Admin fee / account holder | $11 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |