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 | $37,944 | $106,515-64.4% | $96,683-60.8% | $139,434-72.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.48% | 38.43%-19.9pp | 35.69%-17.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,553 | $4,103-37.8% | $3,737-31.7% | $4,751-46.3% |
| Participant deferral / active EE | $6,402 | $5,454+17.4% | $4,878+31.2% | $6,710-4.6% |
| Admin fee / account holder | $245 | $7,877-96.9% | $6,730-96.4% | $11,403-97.8% |