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 6-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 | $47,826 | $87,733-45.5% | $106,548-55.1% | $85,850-44.3% |
| Participation rate | 98.6% | 71.9%+26.6pp | 76.1%+22.4pp | 69.3%+29.3pp |
| Annual return | 228.14% | 21.86%+206.3pp | 26.80%+201.3pp | 318.53%-90.4pp |
| Employer contribution / active EE | $735 | $2,073-64.5% | $2,819-73.9% | $2,565-71.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $248 | $6,767-96.3% | $7,407-96.7% | $6,260-96.0% |