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 | $18,681 | $104,664-82.2% | $85,682-78.2% | $167,490-88.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 21.20% | 21.45%-0.2pp | 21.49%-0.3pp | 478.56%-457.4pp |
| Employer contribution / active EE | $2,039 | $3,337-38.9% | $2,618-22.1% | $4,837-57.9% |
| Participant deferral / active EE | $6,810 | $4,824+41.1% | $3,923+73.6% | $6,341+7.4% |
| Admin fee / account holder | $61 | $10,032-99.4% | $6,873-99.1% | $12,309-99.5% |