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 | $75,575 | $110,261-31.5% | $95,745-21.1% | $139,434-45.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.02% | 27.11%-5.1pp | 28.35%-6.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $5,822 | $3,257+78.7% | $2,835+105.4% | $4,751+22.5% |
| Participant deferral / active EE | $10,733 | $4,676+129.5% | $4,245+152.9% | $6,710+59.9% |
| Admin fee / account holder | $297 | $6,613-95.5% | $5,678-94.8% | $11,403-97.4% |