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 10-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 | $54,669 | $202,318-73.0% | $172,739-68.4% | $152,861-64.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.51% | 1029.65%-1009.1pp | 802.84%-782.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $4,872 | $5,856-16.8% | $5,143-5.3% | $4,762+2.3% |
| Participant deferral / active EE | $7,146 | $5,948+20.1% | $5,198+37.5% | $5,850+22.1% |
| Admin fee / account holder | $169 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |