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 | $37,396 | $118,680-68.5% | $98,907-62.2% | $158,922-76.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 21.36% | 372.35%-351.0pp | 196.43%-175.1pp | 302.83%-281.5pp |
| Employer contribution / active EE | $520 | $3,333-84.4% | $2,689-80.7% | $4,761-89.1% |
| Participant deferral / active EE | $13,000 | $5,088+155.5% | $4,244+206.3% | $5,982+117.3% |
| Admin fee / account holder | $283 | $10,131-97.2% | $6,642-95.7% | $11,246-97.5% |