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 10-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 | $24,568 | $102,966-76.1% | $90,281-72.8% | $152,861-83.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 27.33% | 95.16%-67.8pp | 78.10%-50.8pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,380 | $3,139-56.0% | $2,854-51.7% | $4,762-71.0% |
| Participant deferral / active EE | $6,590 | $4,281+53.9% | $3,885+69.6% | $5,850+12.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |