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 | $17,355 | $95,266-81.8% | $82,389-78.9% | $142,382-87.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 27.66% | 25.74%+1.9pp | 28.67%-1.0pp | 217.08%-189.4pp |
| Employer contribution / active EE | $3,180 | $2,991+6.3% | $2,517+26.3% | $4,299-26.0% |
| Participant deferral / active EE | $3,975 | $4,809-17.3% | $4,155-4.3% | $6,507-38.9% |
| Admin fee / account holder | $26 | $8,563-99.7% | $7,231-99.6% | $12,624-99.8% |