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 | $88,643 | $180,028-50.8% | $138,135-35.8% | $158,922-44.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 30.50% | 21.68%+8.8pp | 20.51%+10.0pp | 302.83%-272.3pp |
| Employer contribution / active EE | $2,419 | $7,470-67.6% | $5,587-56.7% | $4,761-49.2% |
| Participant deferral / active EE | $6,247 | $7,717-19.1% | $6,431-2.9% | $5,982+4.4% |
| Admin fee / account holder | $20 | $17,912-99.9% | $11,856-99.8% | $11,246-99.8% |