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 | $41,594 | $104,907-60.4% | $84,611-50.8% | $152,861-72.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.78% | 373.79%-350.0pp | 258.74%-235.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,770 | $3,302-16.1% | $2,652+4.4% | $4,762-41.8% |
| Participant deferral / active EE | $11,790 | $4,688+151.5% | $3,899+202.4% | $5,850+101.5% |
| Admin fee / account holder | $168 | $6,241-97.3% | $4,912-96.6% | $11,596-98.5% |