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 | $24,909 | $95,193-73.8% | $76,523-67.4% | $135,375-81.6% |
| Participation rate | 93.3% | 74.4%+18.9pp | 68.0%+25.3pp | 82.6%+10.7pp |
| Annual return | 337.70% | 4.85%+332.9pp | -0.27%+338.0pp | 519.73%-182.0pp |
| Employer contribution / active EE | $1,912 | $3,302-42.1% | $2,647-27.8% | $4,779-60.0% |
| Participant deferral / active EE | $3,325 | $4,639-28.3% | $3,835-13.3% | $5,609-40.7% |
| Admin fee / account holder | $155 | $6,249-97.5% | $4,848-96.8% | $10,827-98.6% |