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 10-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 | $38,456 | $70,606-45.5% | $53,898-28.7% | $142,382-73.0% |
| Participation rate | 92.3% | 63.7%+28.6pp | 55.0%+37.3pp | 80.1%+12.2pp |
| Annual return | 21.02% | 619.81%-598.8pp | 528.60%-507.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $88 | $1,202-92.6% | $932-90.5% | $4,299-97.9% |
| Participant deferral / active EE | $7,492 | $2,364+216.9% | $1,826+310.2% | $6,507+15.1% |
| Admin fee / account holder | $288 | $2,852-89.9% | $2,491-88.5% | $12,624-97.7% |