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 | $30,228 | $214,378-85.9% | $200,582-84.9% | $142,382-78.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 37.84% | 46.41%-8.6pp | 42.33%-4.5pp | 217.08%-179.2pp |
| Employer contribution / active EE | $2,896 | $6,841-57.7% | $6,419-54.9% | $4,299-32.6% |
| Participant deferral / active EE | $9,282 | $9,865-5.9% | $9,331-0.5% | $6,507+42.6% |
| Admin fee / account holder | $16 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |