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 3-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 | $9,675 | $95,266-89.8% | $82,389-88.3% | $142,382-93.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 26.50% | 25.74%+0.8pp | 28.67%-2.2pp | 217.08%-190.6pp |
| Employer contribution / active EE | $1,634 | $2,991-45.4% | $2,517-35.1% | $4,299-62.0% |
| Participant deferral / active EE | $1,634 | $4,809-66.0% | $4,155-60.7% | $6,507-74.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |