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 | $35,136 | $157,256-77.7% | $141,162-75.1% | $152,861-77.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.42% | 64.32%-35.9pp | 71.39%-43.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $2,584 | $5,261-50.9% | $4,735-45.4% | $4,762-45.8% |
| Participant deferral / active EE | $6,893 | $7,109-3.0% | $6,709+2.7% | $5,850+17.8% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |