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 | $57,378 | $175,202-67.3% | $149,673-61.7% | $139,434-58.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.83% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,661 | $5,474-69.7% | $4,818-65.5% | $4,751-65.0% |
| Participant deferral / active EE | $7,638 | $6,519+17.2% | $5,680+34.5% | $6,710+13.8% |
| Admin fee / account holder | $94 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |