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 6-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 | $42,342 | $148,534-71.5% | $135,903-68.8% | $139,434-69.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.73% | 79.19%-60.5pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,032 | $5,243-80.3% | $4,856-78.8% | $4,751-78.3% |
| Participant deferral / active EE | $14,766 | $8,100+82.3% | $7,758+90.3% | $6,710+120.1% |
| Admin fee / account holder | $167 | $12,400-98.7% | $10,762-98.5% | $11,403-98.5% |