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 7-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 | $50,959 | $185,822-72.6% | $169,993-70.0% | $139,434-63.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.74% | 60.50%-40.8pp | 53.37%-33.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,886 | $7,590-75.1% | $6,785-72.2% | $4,751-60.3% |
| Participant deferral / active EE | $18,654 | $11,622+60.5% | $10,408+79.2% | $6,710+178.0% |
| Admin fee / account holder | $213 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |