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 | $34,596 | $217,402-84.1% | $185,823-81.4% | $167,490-79.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.53% | 148.36%-128.8pp | 122.05%-102.5pp | 478.56%-459.0pp |
| Employer contribution / active EE | $1,553 | $5,873-73.6% | $5,167-70.0% | $4,837-67.9% |
| Participant deferral / active EE | $5,075 | $6,356-20.2% | $5,568-8.9% | $6,341-20.0% |
| Admin fee / account holder | $221 | $19,811-98.9% | $16,237-98.6% | $12,309-98.2% |