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 | $43,525 | $209,411-79.2% | $178,490-75.6% | $158,922-72.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.87% | 188.75%-157.9pp | 151.07%-120.2pp | 302.83%-272.0pp |
| Employer contribution / active EE | $2,626 | $5,706-54.0% | $5,011-47.6% | $4,761-44.8% |
| Participant deferral / active EE | $4,916 | $5,954-17.4% | $5,202-5.5% | $5,982-17.8% |
| Admin fee / account holder | $264 | $17,074-98.5% | $13,984-98.1% | $11,246-97.7% |