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 8-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 | $30,115 | $127,065-76.3% | $113,168-73.4% | $142,382-78.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.33% | 24.03%-6.7pp | 24.27%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,440 | $3,442-58.2% | $2,975-51.6% | $4,299-66.5% |
| Participant deferral / active EE | $3,097 | $5,716-45.8% | $5,107-39.4% | $6,507-52.4% |
| Admin fee / account holder | $63 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |