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 6-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 | $18,075 | $127,264-85.8% | $109,895-83.6% | $167,490-89.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.63% | 22.97%-6.3pp | 29.45%-12.8pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,131 | $3,322-35.9% | $2,842-25.0% | $4,837-56.0% |
| Participant deferral / active EE | $10,213 | $4,514+126.2% | $4,048+152.3% | $6,341+61.1% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |