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 4-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 | $43,477 | $214,378-79.7% | $200,582-78.3% | $142,382-69.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.99% | 46.41%-24.4pp | 42.33%-20.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $5,449 | $6,841-20.4% | $6,419-15.1% | $4,299+26.7% |
| Participant deferral / active EE | $13,050 | $9,865+32.3% | $9,331+39.9% | $6,507+100.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |