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 | $35,695 | $92,222-61.3% | $76,768-53.5% | $135,375-73.6% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | 1051.26% | 5.46%+1045.8pp | 2.43%+1048.8pp | 519.73%+531.5pp |
| Employer contribution / active EE | $3,149 | $3,216-2.1% | $2,485+26.7% | $4,779-34.1% |
| Participant deferral / active EE | $4,801 | $4,509+6.5% | $3,852+24.6% | $5,609-14.4% |
| Admin fee / account holder | $95 | $10,748-99.1% | $6,675-98.6% | $10,827-99.1% |