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 9-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 | $18,311 | $103,949-82.4% | $69,182-73.5% | $273,961-93.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 13.35% | 35.28%-21.9pp | -21.93%+35.3pp | 41.45%-28.1pp |
| Employer contribution / active EE | $1,798 | $1,783+0.9% | $1,206+49.1% | $4,869-63.1% |
| Participant deferral / active EE | $7,239 | $2,716+166.5% | $1,897+281.6% | $5,287+36.9% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |