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 8-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 | $53,767 | $96,635-44.4% | $86,612-37.9% | $139,434-61.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.67% | 106.41%-94.7pp | 591.07%-579.4pp | 372.94%-361.3pp |
| Employer contribution / active EE | $2,549 | $3,263-21.9% | $3,022-15.7% | $4,751-46.4% |
| Participant deferral / active EE | $6,962 | $4,836+44.0% | $4,438+56.9% | $6,710+3.7% |
| Admin fee / account holder | $262 | $6,408-95.9% | $5,614-95.3% | $11,403-97.7% |