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 | $49,916 | $202,432-75.3% | $169,368-70.5% | $139,434-64.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.45% | 531.74%-515.3pp | 405.60%-389.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $6,249 | $4,692+33.2% | $4,013+55.7% | $4,751+31.5% |
| Participant deferral / active EE | $9,464 | $6,938+36.4% | $6,221+52.1% | $6,710+41.0% |
| Admin fee / account holder | $85 | $10,708-99.2% | $9,003-99.1% | $11,403-99.3% |