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 | $46,310 | $114,381-59.5% | $107,525-56.9% | $142,382-67.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.24% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $19,581 | $4,015+387.7% | $3,754+421.7% | $4,299+355.5% |
| Participant deferral / active EE | $9,993 | $5,564+79.6% | $5,116+95.3% | $6,507+53.6% |
| Admin fee / account holder | $196 | $9,860-98.0% | $8,919-97.8% | $12,624-98.5% |