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 8-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 | $15,390 | $81,632-81.1% | $70,449-78.2% | $158,922-90.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.56% | 208.40%-190.8pp | 109.03%-91.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,310 | $3,217-59.3% | $2,737-52.1% | $4,761-72.5% |
| Participant deferral / active EE | $2,441 | $4,554-46.4% | $3,709-34.2% | $5,982-59.2% |
| Admin fee / account holder | $160 | $6,193-97.4% | $3,845-95.8% | $11,246-98.6% |