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 | $29,696 | $210,648-85.9% | $177,989-83.3% | $145,922-79.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.99% | 385.86%-370.9pp | 294.48%-279.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,053 | $4,565-55.0% | $3,949-48.0% | $4,660-55.9% |
| Participant deferral / active EE | $18,819 | $6,958+170.5% | $6,276+199.9% | $6,688+181.4% |
| Admin fee / account holder | $185 | $12,013-98.5% | $10,363-98.2% | $13,397-98.6% |