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 | $30,563 | $124,281-75.4% | $109,143-72.0% | $167,490-81.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.16% | 26.04%-9.9pp | 25.75%-9.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $2,402 | $4,207-42.9% | $3,722-35.5% | $4,837-50.4% |
| Participant deferral / active EE | $8,336 | $5,255+58.6% | $4,653+79.1% | $6,341+31.5% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |