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 3-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 | $39,745 | $117,841-66.3% | $102,423-61.2% | $145,922-72.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 13.92% | 31.65%-17.7pp | 29.32%-15.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,159 | $3,615-40.3% | $3,023-28.6% | $4,660-53.7% |
| Participant deferral / active EE | $4,571 | $5,731-20.2% | $5,053-9.5% | $6,688-31.7% |
| Admin fee / account holder | $20 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |