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 9-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 | $38,313 | $176,056-78.2% | $159,436-76.0% | $167,490-77.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.15% | 331.75%-311.6pp | 263.57%-243.4pp | 478.56%-458.4pp |
| Employer contribution / active EE | $1,945 | $5,297-63.3% | $4,829-59.7% | $4,837-59.8% |
| Participant deferral / active EE | $5,611 | $7,750-27.6% | $7,352-23.7% | $6,341-11.5% |
| Admin fee / account holder | $82 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |