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 3-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 | $24,670 | $210,648-88.3% | $177,989-86.1% | $145,922-83.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.69% | 385.86%-367.2pp | 294.48%-275.8pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,135 | $4,565-53.2% | $3,949-45.9% | $4,660-54.2% |
| Participant deferral / active EE | $10,006 | $6,958+43.8% | $6,276+59.4% | $6,688+49.6% |
| Admin fee / account holder | $292 | $12,013-97.6% | $10,363-97.2% | $13,397-97.8% |