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 | $51,369 | $100,970-49.1% | $96,576-46.8% | $137,256-62.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.32% | 38.16%-14.8pp | 38.47%-15.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,350 | $3,809-38.3% | $3,553-33.9% | $4,156-43.5% |
| Participant deferral / active EE | $13,129 | $8,286+58.4% | $7,956+65.0% | $6,407+104.9% |
| Admin fee / account holder | $66 | $11,312-99.4% | $11,381-99.4% | $12,270-99.5% |