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 | $28,056 | $112,729-75.1% | $98,716-71.6% | $137,256-79.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 32.33% | 38.48%-6.1pp | 31.81%+0.5pp | 220.34%-188.0pp |
| Employer contribution / active EE | $3,184 | $2,725+16.8% | $2,279+39.7% | $4,156-23.4% |
| Participant deferral / active EE | $9,803 | $4,640+111.3% | $4,048+142.2% | $6,407+53.0% |
| Admin fee / account holder | $60 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |