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 | $20,146 | $99,877-79.8% | $84,966-76.3% | $145,922-86.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.00% | 83.76%-68.8pp | 66.38%-51.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,080 | $3,231-4.7% | $2,727+12.9% | $4,660-33.9% |
| Participant deferral / active EE | $5,445 | $5,291+2.9% | $4,519+20.5% | $6,688-18.6% |
| Admin fee / account holder | $24 | $7,248-99.7% | $6,149-99.6% | $13,397-99.8% |