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 | $24,013 | $124,281-80.7% | $109,143-78.0% | $167,490-85.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 29.88% | 26.04%+3.8pp | 25.75%+4.1pp | 478.56%-448.7pp |
| Employer contribution / active EE | $1,673 | $4,207-60.2% | $3,722-55.1% | $4,837-65.4% |
| Participant deferral / active EE | $3,398 | $5,255-35.3% | $4,653-27.0% | $6,341-46.4% |
| Admin fee / account holder | $10 | $7,970-99.9% | $6,752-99.8% | $12,309-99.9% |