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 | $32,740 | $105,630-69.0% | $87,507-62.6% | $273,961-88.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 19.03% | 12.25%+6.8pp | 12.21%+6.8pp | 41.45%-22.4pp |
| Employer contribution / active EE | $837 | $3,141-73.3% | $2,550-67.2% | $4,869-82.8% |
| Participant deferral / active EE | $14,000 | $3,601+288.8% | $3,149+344.6% | $5,287+164.8% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |