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 | $30,494 | $114,381-73.3% | $107,525-71.6% | $142,382-78.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.35% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,667 | $4,015-58.5% | $3,754-55.6% | $4,299-61.2% |
| Participant deferral / active EE | $1,831 | $5,564-67.1% | $5,116-64.2% | $6,507-71.9% |
| Admin fee / account holder | $236 | $9,860-97.6% | $8,919-97.4% | $12,624-98.1% |