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 | $43,391 | $106,584-59.3% | $101,326-57.2% | $142,382-69.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.55% | 36.93%-15.4pp | 36.82%-15.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,723 | $3,956+19.4% | $3,665+28.8% | $4,299+9.9% |
| Participant deferral / active EE | $11,957 | $8,297+44.1% | $7,994+49.6% | $6,507+83.8% |
| Admin fee / account holder | $45 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |