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 8-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 | $61,710 | $114,381-46.0% | $107,525-42.6% | $142,382-56.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.53% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,496 | $4,015-62.7% | $3,754-60.1% | $4,299-65.2% |
| Participant deferral / active EE | $6,121 | $5,564+10.0% | $5,116+19.6% | $6,507-5.9% |
| Admin fee / account holder | $136 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |