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 | $27,712 | $107,334-74.2% | $92,893-70.2% | $152,861-81.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 28.65% | 145.58%-116.9pp | 109.41%-80.8pp | 345.32%-316.7pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $17,538 | $4,845+262.0% | $4,236+314.0% | $5,850+199.8% |
| Admin fee / account holder | $130 | $7,079-98.2% | $5,794-97.8% | $11,596-98.9% |