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 | $45,783 | $160,055-71.4% | $140,016-67.3% | $135,375-66.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -7.49% | 911.38%-918.9pp | 651.12%-658.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,107 | $6,420-36.0% | $5,606-26.7% | $4,779-14.1% |
| Participant deferral / active EE | $4,964 | $7,642-35.0% | $6,927-28.3% | $5,609-11.5% |
| Admin fee / account holder | $17 | $13,328-99.9% | $10,705-99.8% | $10,827-99.8% |