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 | $45,455 | $84,402-46.1% | $61,373-25.9% | $134,475-66.2% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | 190.00% | 584.55%-394.5pp | 338.61%-148.6pp | 417.96%-228.0pp |
| Employer contribution / active EE | $1,131 | $1,544-26.7% | $1,159-2.4% | $4,740-76.1% |
| Participant deferral / active EE | $3,600 | $2,819+27.7% | $2,125+69.4% | $6,400-43.8% |
| Admin fee / account holder | $105 | $2,585-96.0% | $2,130-95.1% | $11,426-99.1% |