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 | $38,149 | $118,849-67.9% | $96,562-60.5% | $167,490-77.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.41% | 50.49%-40.1pp | 37.78%-27.4pp | 478.56%-468.1pp |
| Employer contribution / active EE | $3,657 | $3,120+17.2% | $2,356+55.2% | $4,837-24.4% |
| Participant deferral / active EE | $3,661 | $4,616-20.7% | $3,849-4.9% | $6,341-42.3% |
| Admin fee / account holder | $120 | $8,065-98.5% | $6,181-98.1% | $12,309-99.0% |