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 6-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 | $33,564 | $109,817-69.4% | $98,442-65.9% | $167,490-80.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.83% | 1956.69%-1941.9pp | 1492.73%-1477.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,051 | $3,224-36.4% | $2,960-30.7% | $4,837-57.6% |
| Participant deferral / active EE | $2,536 | $4,673-45.7% | $4,276-40.7% | $6,341-60.0% |
| Admin fee / account holder | $170 | $6,753-97.5% | $5,949-97.1% | $12,309-98.6% |