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 5-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 | $23,505 | $67,823-65.3% | $52,425-55.2% | $137,256-82.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.87% | 219.11%-199.2pp | 302.12%-282.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,035 | $1,163+160.9% | $914+231.9% | $4,156-27.0% |
| Participant deferral / active EE | $4,106 | $2,288+79.5% | $1,790+129.3% | $6,407-35.9% |
| Admin fee / account holder | $240 | $2,844-91.5% | $2,495-90.4% | $12,270-98.0% |