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 | $87,476 | $159,602-45.2% | $150,045-41.7% | $142,382-38.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.02% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $975 | $4,961-80.3% | $4,693-79.2% | $4,299-77.3% |
| Participant deferral / active EE | $12,161 | $8,310+46.3% | $7,997+52.1% | $6,507+86.9% |
| Admin fee / account holder | $206 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |