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 6-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 | $51,379 | $209,832-75.5% | $189,513-72.9% | $167,490-69.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.80% | 748.27%-732.5pp | 555.15%-539.4pp | 478.56%-462.8pp |
| Employer contribution / active EE | $8,497 | $6,914+22.9% | $6,162+37.9% | $4,837+75.6% |
| Participant deferral / active EE | $13,313 | $8,935+49.0% | $8,221+61.9% | $6,341+109.9% |
| Admin fee / account holder | $78 | $14,293-99.5% | $12,045-99.4% | $12,309-99.4% |