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 | $106,324 | $214,378-50.4% | $200,582-47.0% | $142,382-25.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.70% | 46.41%-27.7pp | 42.33%-23.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,308 | $6,841-66.3% | $6,419-64.0% | $4,299-46.3% |
| Participant deferral / active EE | $9,774 | $9,865-0.9% | $9,331+4.8% | $6,507+50.2% |
| Admin fee / account holder | $209 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |