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 | $34,337 | $115,770-70.3% | $101,248-66.1% | $158,922-78.4% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 23.88% | 56.14%-32.3pp | 46.47%-22.6pp | 302.83%-278.9pp |
| Employer contribution / active EE | $2,446 | $4,175-41.4% | $3,660-33.2% | $4,761-48.6% |
| Participant deferral / active EE | $4,819 | $4,957-2.8% | $4,370+10.3% | $5,982-19.4% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |