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 | $25,166 | $109,982-77.1% | $97,226-74.1% | $145,922-82.8% |
| Participation rate | 90.9% | 75.9%+15.0pp | 72.7%+18.2pp | 80.3%+10.6pp |
| Annual return | 7.95% | 242.90%-235.0pp | 75.13%-67.2pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,828 | $3,084-40.7% | $2,729-33.0% | $4,660-60.8% |
| Participant deferral / active EE | $4,236 | $4,676-9.4% | $4,264-0.6% | $6,688-36.7% |
| Admin fee / account holder | $67 | $6,221-98.9% | $5,654-98.8% | $13,397-99.5% |