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 | $48,439 | $197,591-75.5% | $177,821-72.8% | $158,922-69.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 136.64% | 58.76%+77.9pp | 48.32%+88.3pp | 302.83%-166.2pp |
| Employer contribution / active EE | $3,985 | $6,697-40.5% | $5,918-32.7% | $4,761-16.3% |
| Participant deferral / active EE | $10,978 | $8,405+30.6% | $7,714+42.3% | $5,982+83.5% |
| Admin fee / account holder | $100 | $15,399-99.4% | $12,427-99.2% | $11,246-99.1% |