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 7-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 | $43,996 | $115,770-62.0% | $101,248-56.5% | $158,922-72.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.27% | 56.14%-35.9pp | 46.47%-26.2pp | 302.83%-282.6pp |
| Employer contribution / active EE | $3,180 | $4,175-23.8% | $3,660-13.1% | $4,761-33.2% |
| Participant deferral / active EE | $6,950 | $4,957+40.2% | $4,370+59.0% | $5,982+16.2% |
| Admin fee / account holder | $227 | $7,245-96.9% | $5,945-96.2% | $11,246-98.0% |