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 | $23,453 | $84,696-72.3% | $75,696-69.0% | $167,490-86.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.59% | 199.36%-181.8pp | 104.53%-86.9pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,945 | $3,230-8.8% | $2,743+7.4% | $4,837-39.1% |
| Participant deferral / active EE | $9,749 | $4,580+112.9% | $3,821+155.1% | $6,341+53.7% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |