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 | $82,328 | $106,584-22.8% | $101,326-18.7% | $142,382-42.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.07% | 36.93%-15.9pp | 36.82%-15.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,680 | $3,956-7.0% | $3,665+0.4% | $4,299-14.4% |
| Participant deferral / active EE | $7,360 | $8,297-11.3% | $7,994-7.9% | $6,507+13.1% |
| Admin fee / account holder | $172 | $11,446-98.5% | $11,185-98.5% | $12,624-98.6% |