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 9-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 | $25,302 | $92,222-72.6% | $76,768-67.0% | $135,375-81.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 27.30% | 5.46%+21.8pp | 2.43%+24.9pp | 519.73%-492.4pp |
| Employer contribution / active EE | $2,797 | $3,216-13.0% | $2,485+12.6% | $4,779-41.5% |
| Participant deferral / active EE | $8,170 | $4,509+81.2% | $3,852+112.1% | $5,609+45.7% |
| Admin fee / account holder | $220 | $10,748-98.0% | $6,675-96.7% | $10,827-98.0% |