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 8-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 | $59,969 | $152,587-60.7% | $125,175-52.1% | $152,861-60.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.02% | 54.84%-29.8pp | 43.79%-18.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $10,855 | $4,946+119.5% | $3,865+180.8% | $4,762+127.9% |
| Participant deferral / active EE | $9,709 | $5,868+65.5% | $4,937+96.7% | $5,850+66.0% |
| Admin fee / account holder | $16 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |