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 | $11,016 | $108,172-89.8% | $77,482-85.8% | $158,922-93.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 22.09% | 31.67%-9.6pp | 54.79%-32.7pp | 302.83%-280.7pp |
| Employer contribution / active EE | $2,004 | $1,325+51.3% | $986+103.2% | $4,761-57.9% |
| Participant deferral / active EE | $2,393 | $2,456-2.6% | $1,861+28.6% | $5,982-60.0% |
| Admin fee / account holder | $199 | $3,708-94.6% | $2,858-93.0% | $11,246-98.2% |