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 | $39,995 | $68,346-41.5% | $94,646-57.7% | $75,163-46.8% |
| Participation rate | 74.2% | 76.1%-1.9pp | 80.8%-6.6pp | 67.2%+7.0pp |
| Annual return | 19.45% | 616.93%-597.5pp | 156.71%-137.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,095 | $2,701-22.4% | $3,672-42.9% | $2,670-21.5% |
| Participant deferral / active EE | $4,009 | $6,537-38.7% | $7,418-46.0% | $4,125-2.8% |
| Admin fee / account holder | $170 | $5,326-96.8% | $7,231-97.7% | $5,651-97.0% |