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 8-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 | $13,785 | $108,172-87.3% | $77,482-82.2% | $158,922-91.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 19.37% | 31.67%-12.3pp | 54.79%-35.4pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,069 | $1,325-19.3% | $986+8.3% | $4,761-77.6% |
| Participant deferral / active EE | $1,700 | $2,456-30.8% | $1,861-8.6% | $5,982-71.6% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |