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 10-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 | $18,682 | $148,534-87.4% | $135,903-86.3% | $139,434-86.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.67% | 79.19%-60.5pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,940 | $5,243-63.0% | $4,856-60.1% | $4,751-59.2% |
| Participant deferral / active EE | $7,114 | $8,100-12.2% | $7,758-8.3% | $6,710+6.0% |
| Admin fee / account holder | $144 | $12,400-98.8% | $10,762-98.7% | $11,403-98.7% |