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 | $39,825 | $107,334-62.9% | $92,893-57.1% | $152,861-73.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 16.88% | 145.58%-128.7pp | 109.41%-92.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,096 | $4,221-50.3% | $3,653-42.6% | $4,762-56.0% |
| Participant deferral / active EE | $3,433 | $4,845-29.1% | $4,236-19.0% | $5,850-41.3% |
| Admin fee / account holder | $15 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |