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 | $32,800 | $103,376-68.3% | $87,100-62.3% | $152,861-78.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.34% | 28.10%-2.8pp | 28.19%-2.8pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,710 | $3,220-15.9% | $2,521+7.5% | $4,762-43.1% |
| Participant deferral / active EE | $6,849 | $4,778+43.4% | $4,049+69.2% | $5,850+17.1% |
| Admin fee / account holder | $17 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |