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 | $96,991 | $177,572-45.4% | $154,803-37.3% | $142,382-31.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.57% | 65.07%-39.5pp | 58.88%-33.3pp | 217.08%-191.5pp |
| Employer contribution / active EE | $2,401 | $4,810-50.1% | $4,305-44.2% | $4,299-44.2% |
| Participant deferral / active EE | $19,385 | $6,272+209.1% | $5,540+249.9% | $6,507+197.9% |
| Admin fee / account holder | $94 | $16,786-99.4% | $14,329-99.3% | $12,624-99.3% |