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 | $34,717 | $101,069-65.7% | $81,478-57.4% | $147,584-76.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 8.32% | 32.40%-24.1pp | 38.78%-30.5pp | 578.55%-570.2pp |
| Employer contribution / active EE | $1,862 | $3,205-41.9% | $2,568-27.5% | $4,876-61.8% |
| Participant deferral / active EE | $14,951 | $4,242+252.5% | $3,537+322.7% | $5,439+174.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |