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 6-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 | $29,729 | $177,572-83.3% | $154,803-80.8% | $142,382-79.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.17% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,869 | $4,810+1.2% | $4,305+13.1% | $4,299+13.3% |
| Participant deferral / active EE | $5,098 | $6,272-18.7% | $5,540-8.0% | $6,507-21.7% |
| Admin fee / account holder | $4 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |