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 | $44,531 | $108,919-59.1% | $100,391-55.6% | $145,922-69.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.36% | 57.88%-43.5pp | 49.20%-34.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,567 | $4,419-19.3% | $3,942-9.5% | $4,660-23.5% |
| Participant deferral / active EE | $8,186 | $8,445-3.1% | $8,082+1.3% | $6,688+22.4% |
| Admin fee / account holder | $68 | $9,689-99.3% | $7,899-99.1% | $13,397-99.5% |