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 | $38,348 | $99,079-61.3% | $77,999-50.8% | $273,961-86.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 9.63% | 217.93%-208.3pp | 425.96%-416.3pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,282 | $3,308-61.3% | $2,470-48.1% | $4,869-73.7% |
| Participant deferral / active EE | $2,031 | $4,306-52.8% | $3,497-41.9% | $5,287-61.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |