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 5-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 | $53,752 | $106,515-49.5% | $96,683-44.4% | $139,434-61.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.37% | 38.43%-11.1pp | 35.69%-8.3pp | 372.94%-345.6pp |
| Employer contribution / active EE | $10,535 | $4,103+156.8% | $3,737+181.9% | $4,751+121.7% |
| Participant deferral / active EE | $6,320 | $5,454+15.9% | $4,878+29.6% | $6,710-5.8% |
| Admin fee / account holder | $84 | $7,877-98.9% | $6,730-98.8% | $11,403-99.3% |